MARKET STREET WEALTH MANAGEMENT, LLC

MARKET STREET WEALTH MANAGEMENT
WEST CHESTER, Pennsylvania·4 registered advisors·CRD# 155157
SEC# 801-811724(610) 692-3200
01

Firm Overview

AUM
$589M
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PAYMENT FOR CLIENT REFERRALS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MARKET STREET WEALTH MANAGEMENT, LLC

4 registered advisors
Jeffrey William Leppert
WEST CHESTER, Pennsylvania
Kelly L Luke
WEST CHESTER, Pennsylvania
Kevin Andrew Holt
WEST CHESTER, Pennsylvania
Mark Meloro
WEST CHESTER, Pennsylvania
05

Office Locations

WEST CHESTER, Pennsylvania
4 advisors

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Data sourced from SEC Form ADV filings. MARKET STREET WEALTH MANAGEMENT, LLC (CRD# 155157) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.