| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Randel Paul Williams Control | Senior Financial Planner | 10-25% | 2022 |
| Jessica Lynn Bokhart Control | Senior Financial Planner | 25-50% | 2016 |
| Katie Jo Fischer Control | Chief Compliance Officer/Senior Financial Planner | 10-25% | 2018 |
Market Street Wealth Management Advisors, LLC reports $711.3 million in regulatory assets under management on its Form ADV.
Market Street Wealth Management Advisors, LLC reports 12 employees.
Market Street Wealth Management Advisors, LLC is based in Indianapolis, IN and has been SEC-registered since 2004.
Market Street Wealth Management Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3105 E 98th Street, Suite 170, Indianapolis, IN 46280 |
| Phone | 317-552-0505 |
| Fax | 317-552-1505 |
| Office hours | 7:30a.m. - 4:00p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| CIK | 1767601 |
| Discloses disciplinary history | No |
| Discretionary | $709.2M |
| Non-discretionary | $2.1M |
| Total (RAUM) | $711.3M |