MARKET STREET WEALTH MANAGEMENT
MARKET STREET WEALTH MANAGEMENT, LLC Legal Name
Adviser information for MARKET STREET WEALTH MANAGEMENT last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Pennsylvania, United States |
Employees
| Total Number of Employees | 16 |
|---|---|
| Investment Advisory/Research | 11 |
| Registered Broker-Dealer Representatives | 11 |
| Registered State Investment Advisers | 11 |
| Licensed Agents of an Insurance Company | 9 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 2,376 | $589.2M |
| Non-Discretionary | 0 | $0 |
| Total | 2,376 | $589.2M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 805 | $266.9M |
| HNW Individuals | 149 | $322.2M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 251-500 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPAYMENT FOR CLIENT REFERRALS |
Identifiers
| SEC RIA File Number | 801-81172 |
|---|---|
| SEC ERA File Number | 801-81172 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 155157 |
| Legal Entity Identifier | None |
Principal Office
999 WEST CHESTER PIKESUITE 202
WEST CHESTER
PA
United States
Monday - Friday, 9:00-5:00
Tel: (610) 692-3200, Fax: (610) 692-3822
Chief Compliance Officer
KEVIN HOLT
CHIEF COMPLIANCE OFFICER
999 WEST CHESTER PIKE
SUITE 202
WEST CHESTER
PA
United States
Tel:
(610) 692-3200
Fax:
(610) 692-3822
K****@*********************T
(Full email address available in API data)
Regulatory Contact
MARK MELORO
MEMBER
999 WEST CHESTER PIKE
SUITE 202
WEST CHESTER
PA
United States
Tel:
(610) 692-3200
Fax:
(610) 692-3822
M******@*********************T
(Full email address available in API data)
Industry Affiliates
| MARKET STREET FINANCIAL GROUP LLC | Insurance company or agency |
| MARKET STREET INSURANCE SERVICES, LLC | Insurance company or agency |
| MARKET STREET TAX SERVICE | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MELORO, MARK | Individual | – | MANAGING MEMBER | 09/2010 | < 5% |
| HOLT, KEVIN, ANDREW | Individual | – | MANAGING MEMBER/CCO | 09/2010 | < 5% |
| LEPPERT, JEFFREY, WILLIAM | Individual | – | MANAGING MEMBER | 09/2010 | < 5% |
| MARKET STREET FINANCIAL GROUP, LLC | Domestic Entity | – | OWNER | 09/2010 | > 75% |
| LEPPERT, JEFFREY, WILLIAM | Individual | MARKET STREET FINANCIAL GROUP, LLC | MEMBER | 03/2003 | 25-50% |
| HOLT, KEVIN, ANDREW | Individual | MARKET STREET FINANCIAL GROUP, LLC | MEMBER | 03/2003 | 25-50% |
| MELORO, MARK | Individual | MARKET STREET FINANCIAL GROUP, LLC | MEMBER | 09/2009 | 25-50% |