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| Market Street Wealth Management LLC
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|---|---|
| CRD # | 155157 |
| SEC # | 801-81172 |
| CIK # | |
| AUM | $837.0 M (2026-03-05) |
| Employees | 19 (53% Investors, 58% Brokers) |
| Phone | 610-692-3200 |
| Address | 999 West Chester Pike West Chester, PA 19382 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 850 | 337.1 |
| (b) Individuals (high net worth individuals) | 202 | 498.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,717 | 837.0 |
| By Discretionary | ||
| Discretionary | 2,717 | 837.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,717 | 837.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 837.0 | |
| Total | 2,717 | 837.0 |
| Limited Partners | 2011 - 2026 |
|---|---|
| California Public Employees' Retirement System |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Purkiss Capital Advisors LLC
✚
|
0.8 | |
|
TFB Advisors LLC
✚
|
KS | 0.8 |
|
Acansa Investment Management Group LLC
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|
VA | 0.8 |
|
Pinion Investment Advisors LLC
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|
KS | 0.8 |
|
Redwood Holdings LLC
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|
CA | 0.8 |
|
Peddock Capital Advisors LLC
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|
MA | 0.8 |
|
Financial Sense Advisors Inc
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|
CA | 0.8 |
|
Strategic Advisors LLC
✚
|
NY | 0.8 |
|
FDX Advisors Inc
✚
|
PA | 0.8 |
|
Private Wealth Management Inc
✚
|
TN | 0.8 |