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| Keyboard |
| 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) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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