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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Market Street Wealth Management Advisors LLC
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|---|---|
| CRD # | 122212 |
| SEC # | 801-62577 |
| CIK # | 0001767601 |
| AUM | $711.3 M (2025-04-01) |
| Employees | 12 (75% Investors, 0% Brokers) |
| Phone | 317-552-0505 |
| Address | 3105 E 98th Street Indianapolis, IN 46280 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 12.3 | ||
| Apple Inc | 3.0 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 104.7 |
| (b) Individuals (high net worth individuals) | 178 | 557.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.8 |
| (h) Charitable organizations | 0 | 2.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 46.2 |
| (n) Other | 0 | 0.0 |
| Total | 1,651 | 711.3 |
| By Discretionary | ||
| Discretionary | 1,602 | 709.2 |
| Non-Discretionary | 49 | 2.1 |
| Total | 1,651 | 711.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 711.3 | |
| Total | 1,651 | 711.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001767601] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Advisors Management Group Inc
✚
|
WI | 0.7 |
|
Barry Investment Advisors LLC
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MA | 0.7 |
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Trifecta Capital Advisors LLC
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IL | 0.7 |
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Retirement Fund Management LLC
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GA | 0.7 |
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Porter White Investment Advisors Inc
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AL | 0.7 |
|
Granite Group Advisors LLC
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CT | 0.7 |
|
North Berkeley Wealth Management LLC
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CA | 0.7 |
|
BNC Wealth Management LLC
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OR | 0.7 |
|
The Capital Management Corporation
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|
VA | 0.7 |
|
AM Investment Strategies LLC
✚
|
TN | 0.7 |