WEST CHESTER, PACRD 155157Latest ADV March 5, 2026
Market Street Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in West Chester, PA. Its latest Form ADV filing, dated March 5, 2026, reports $837M in regulatory assets under management, 19 employees, 6 offices, and 2,717 accounts.
Assets Under Management
$837M
Employees
19
Offices
6 offices
Total Clients
1,052
Primary office
WEST CHESTER, PA
999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
4 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 80.8% of total clients.
Top client categories% of clientsClients
1
Individuals
80.8%
850
2
HNWI
19.2%
202
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$837Mas of March 5, 2026
Discretionary100.0%
$837M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$837M
Total Accounts2,717
10Y AUM Change+$706M (+541.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees19
Clients per Employee55:1
10Y Employee Change+5 (+35.7%)
* 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.