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MARKET STREET WEALTH MANAGEMENT
Legal name: MARKET STREET WEALTH MANAGEMENT, LLC
CRD 155157File 801-81172
APPROVED
Retail clients
Filing as of Mar 5, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$837.0M
Above cohort median (national)
Discretionary AUM
$837.0M
Clients
1,052
2,717 accounts
Employees
19
Above cohort median in PA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- PLRO
- Registration date
- Mar 27, 2015
- Principal office
- 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA, 19382
- Phone
- (610) 692-3200
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $837.0M
- Discretionary AUM
- $837.0M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,717
- Non-discretionary accounts
- 0
- Total accounts
- 2,717
- AUM per client
- $796K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $83K |
| Charitable organizations | Fewer than 5 | $1.2M |
| High net worth individuals | 202 | $498.7M |
| Individuals (other than high net worth individuals) | 850 | $337.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PAYMENT FOR CLIENT REFERRALS
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Clients | 1,492 | 1,052 | decreased by440 |
| Mar 1, 2026 | AUM | $714,859,960 | $836,983,408 | increased by$122,123,448 |
| Mar 1, 2026 | Accounts | 2,604 | 2,717 | increased by113 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 16 | 19 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 908 | 1,492 | increased by584 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $530,382,729 | $714,859,960 | increased by$184,477,231 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,171 | 2,604 | increased by433 |
| Apr 1, 2022 | Clients | 807 | 908 | increased by101 |
| Apr 1, 2022 | AUM | $418,064,408 | $530,382,729 | increased by$112,318,321 |
| Apr 1, 2022 | Accounts | 1,892 | 2,171 | increased by279 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “MARKET STREET” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“MARKET STREET” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.