Falists
← Back to search

MARKET STREET WEALTH MANAGEMENT

MARKET STREET WEALTH MANAGEMENT, LLC

CRD 155157 · SEC 801-81172

Visit website

999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA, 19382, United States

Phone

(610) 692-3200

Fax

(610) 692-3822

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$837.0M

Discretionary AUM

$837.0M

Team

19 total employees; 10 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; PAYMENT FOR CLIENT REFERRALS

Org form

Limited Liability Company

Filing date

2026-03-05

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals850$337.1M
High net worth individuals202$498.7M

States served

AZ, CA, DE, DC, IN, MD, NJ, NY, NC, PA, SC, TN, VA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD