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 Aug 17, 2026

Regulatory AUM

$837.0M

Above cohort median (national)

Discretionary AUM

$837.0M

Clients

1,052

2,717 accounts

Employees

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
Website: HTTP://WWW.MARKETSTREETWEALTH.NET

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.