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Private Wealth Daily
FUNDS · LAST CLOSEIVV759.18 −1.78%SPY755.72 −1.77%VOO522.67 −0.95%QQQ690.49 −3.47%VTI281.03 −0.75%IEFA96.31 −0.92%VEA50.10 −5.13%VUG382.92 −0.26%GLD355.78 −3.47%IWF125.62 +0.18%
The Lean 100 · 2026 edition
No.26
Members Wealth logo

Members Wealth

Media, PA · Firm website

134%AUM growth, 2024 to 2026
$280MAUM in the 2026 filing
137%client growth
9people at the firm

AUM by filing

$103M2023
$119M2024
$217M2025
$280M2026

Clients by filing

602023
702024
1962025
1662026

Key people

  • Dane CzaplickiFounder, CEO & CIOOwner · 3 years at the firm
    in
  • Tim ThomasCOOOwner · 3 years at the firm
    in
  • Tim MacarakOwnerOwner · 3 years at the firm
    in
  • Stuart CaplanSenior Wealth Strategist2 years at the firm
    in

Against the list

  • MeasureThis firmList median
  • AUM growth134%104%
  • Client growth137%43%
  • People97
  • AUM per person$31.1M$49.7M

Rank by measure

  • Official rankNo. 26134%
  • Client growthNo. 7137%
  • AUM added per personNo. 77$17.8M
  • AUM per personNo. 86$31.1M
← No. 25 Thrive Retirement SpecialistsNo. 27 Diversifi Capital →
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Members Wealth: No. 26 on The Lean 100 (2026) — Private Wealth Daily