MARKET STREET WEALTH MANAGEMENT, LLC
Doing business as MARKET STREET WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$836,983,408
Discretionary
$836,983,408
Non-discretionary
$0
Firm details
- CRD number
- 155157
- SEC file number
- 801-81172
- Main office
- WEST CHESTER, PA, United States
- Employees
- 19
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees Other
As of October 2026.