INDIANAPOLIS, INCRD 122212Latest ADV April 1, 2026
Market Street Wealth Management Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Indianapolis, IN. Its latest Form ADV filing, dated April 1, 2026, reports $776M in regulatory assets under management, 12 employees, 9 offices, and 1,693 accounts.
Assets Under Management
$776M
Employees
12
Offices
9 offices
Total Clients
427
Primary office
INDIANAPOLIS, IN
3105 E 98TH STREET, SUITE 170, INDIANAPOLIS, IN, United States
Top client segmentIndividuals represent 52.0% of total clients.
Top client categories% of clientsClients
1
Individuals
52.0%
222
2
HNWI
46.8%
200
3
Charitable
1.2%
5
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$776Mas of April 1, 2026
Discretionary99.1%
$769M
99% of total RAUM99.1%
Non-discretionary0.9%
$7M
1% of total RAUM0.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$776M
Total Accounts1,693
10Y AUM Change+$488M (+169.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee36:1
10Y Employee Change+3 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.