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MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD 122212 · SEC 801-62577
3105 E 98TH STREET, SUITE 170, INDIANAPOLIS, IN, 46280, United States
Phone
317-552-0505
Fax
317-552-1505
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$776.0M
Discretionary AUM
$769.3M
Team
12 total employees; 8 advisory reps; 2 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 222 | $96.3M |
| High net worth individuals | 200 | $664.3M |
| Charitable organizations | 5 | $3.7M |
States served
AZ, CA, GA, IL, IN, KY, MI, OH, SC, VA, TX, FL
All web addresses on file
- HTTPS://WWW.MARKETSTREETWEALTHADVISORS.COM
- HTTPS://WWW.YOUTUBE.COM/@MARKETSTREETWEALTHMANAGEME8902
- HTTPS://WWW.INSTAGRAM.COM/MARKETSTREETWEALTHMANAGEMENT/
- HTTPS://WWW.LINKEDIN.COM/COMPANY/MARKET-STREET-WEALTH-MANAGEMENT-ADVISORS-LLC/
- HTTPS://WWW.FACEBOOK.COM/MARKETSTREETWEALTHMANAGEMENT
- HTTPS://WWW.MSWMA.COM
Official SEC filing: View on IAPD