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| Main Line Group Wealth Management LLC
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|---|---|
| CRD # | 150964 |
| SEC # | 801-124756 |
| CIK # | |
| AUM | 122.5 M (2026-03-31) |
| Employees | 3 (33% Investors, 0% Brokers) |
| Phone | 610-828-8288 |
| Address | |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Type | Form D Funds | Date | Sold | AUM |
|---|---|---|---|---|
| VC | MLG Venture Partners LP - F3 | [2022-03-25] | 3.1 M | 6.6 M |
| Offered $3,067,000 · Filed 2021-12-17 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $250,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| VC | MLG Venture Partners LP - RS | [2022-03-25] | 1.9 M | 1.9 M |
| Offered $1,900,000 · Filed 2021-09-28 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $50,000 · Duration One year or less · Revenue Decline to Disclose | ||||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 13.8 |
| (b) Individuals (high net worth individuals) | 41 | 100.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 2 | 8.6 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 284 | 122.5 |
| By Discretionary | ||
| Discretionary | 282 | 122.5 |
| Non-Discretionary | 2 | 0.1 |
| Total | 284 | 122.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 122.5 | |
| Total | 284 | 122.5 |
| Form D Directors | Role | # Filings | # Firms | 2011 - 2026 |
|---|---|---|---|---|
| Mlg Venture Partners | Director | 2 | 1 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.0B |
| Serves | Institutional, Retail |
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