Isaac M. Martin

MEMBERS WEALTH LLC

MEDIA, PA 19063

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CRD#: 7538860

Professional summary

Isaac Mulder Martin, who also goes by Isaac Martin, is a registered financial advisor currently at MEMBERS WEALTH LLC located in Media, Pennsylvania.

Isaac is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Isaac has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Isaac Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Mulder Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

September 8, 2025 - Present

MEMBERS WEALTH LLC

Office #1: 1 South Olive Steet Suite 1c, Media, PA 19063

RIA

CRD#: 323778

MEDIA, PA

Past

July 12, 2022 - January 27, 2025

ROCKEFELLER FINANCIAL LLC

RIA

CRD#: 291361

Conshohocken, PA

Past

May 27, 2022 - January 27, 2025

ROCKEFELLER FINANCIAL LLC

CRD#: 291361

Conshohocken, PA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MEMBERS WEALTH LLC

CRD#: 323778 / SEC#: 801-128482

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Pennsylvania
(9/8/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/11/2022

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 5/27/2022

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/29/2020

Securities Industry Essentials Examination

Current Firm

MEMBERS WEALTH LLC

CRD#: 323778 / SEC#: 801-128482

RIA

Registered Investment Advisory firm - (11/6/2023 Approved)

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Contact information

Main Address

1 South Olive Steet Suite 1c, Media, PA 19063

Mailing Address

Phone number

(267) 367-5453

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MEMBERS WEALTH, LLC 2A (4/29/2025)

Regulatory assets under management

Total Number of Accounts	512
AUM (Assets Under Management)	$ 217,289,348

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Isaac M. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Isaac Mulder Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

MEMBERS WEALTH LLC

ROCKEFELLER FINANCIAL LLC

ROCKEFELLER FINANCIAL LLC

Primary Firm SEC Registration

MEMBERS WEALTH LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/11/2022

Series 7TO

Date: 5/27/2022

SIE

Date: 10/29/2020

Current Firm

MEMBERS WEALTH LLC

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MEMBERS WEALTH LLC

TRUST BUT VERIFY

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