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| Market Street Wealth Management Advisors LLC
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|---|---|
| CRD # | 122212 |
| SEC # | 801-62577 |
| CIK # | 0001767601 |
| AUM | $776.0 M (2026-05-20) |
| Employees | 12 (67% Investors, 0% Brokers) |
| Phone | 317-552-0505 |
| Address | 3105 E 98th Street Indianapolis, IN 46280 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001767601 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Lilly Eli & Co | 20.1 | ||
| Apple Inc | 5.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 222 | 96.3 |
| (b) Individuals (high net worth individuals) | 200 | 664.3 |
| (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 | 0.9 |
| (h) Charitable organizations | 5 | 3.7 |
| (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 | 10.8 |
| (n) Other | 0 | 0.0 |
| Total | 1,693 | 776.0 |
| By Discretionary | ||
| Discretionary | 1,642 | 769.3 |
| Non-Discretionary | 51 | 6.7 |
| Total | 1,693 | 776.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 776.0 | |
| Total | 1,693 | 776.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001767601] |
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Sierra Summit Advisors LLC
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0.8 | |
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