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| Happy Holidays!! thanks for using AUM13F!! |
| Market Street Wealth Management LLC
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| CRD # | 155157 |
| SEC # | 801-81172 |
| CIK # | |
| AUM | $714.9 M (2025-03-25) |
| Employees | 19 (53% Investors, 47% Brokers) |
| Phone | 610-692-3200 |
| Address | 999 West Chester Pike West Chester, PA 19382 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,255 | 364.8 |
| (b) Individuals (high net worth individuals) | 232 | 348.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 3 | 1.1 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,604 | 714.9 |
| By Discretionary | ||
| Discretionary | 2,604 | 714.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,604 | 714.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 714.9 | |
| Total | 2,604 | 714.9 |
| Limited Partners | 2011 - 2025 |
|---|---|
| California Public Employees' Retirement System |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Mayfair Advisory Group LLC
✚
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AL | 0.7 |
|
MMA Asset Management LLC
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|
PA | 0.7 |
|
GSG Advisors LLC
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NJ | 0.7 |
|
Whitaker-Myers Wealth Managers Ltd
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OH | 0.7 |
|
Advisors Management Group Inc
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|
WI | 0.7 |
|
Barry Investment Advisors LLC
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|
MA | 0.7 |
|
Trifecta Capital Advisors LLC
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|
IL | 0.7 |
|
Retirement Fund Management LLC
✚
|
GA | 0.7 |
|
Porter White Investment Advisors Inc
✚
|
AL | 0.7 |
|
Market Street Wealth Management Advisors LLC
✚
|
IN | 0.7 |