| Name | Title | Ownership | Since |
|---|---|---|---|
| Jeffrey William Leppert Control | Managing Member | Under 5% | 2010 |
| Kevin Andrew Holt Control | Managing Member/Cco | Under 5% | 2010 |
| Mark Meloro Control | Managing Member | Under 5% | 2010 |
Market Street Wealth Management, LLC reports $714.9 million in regulatory assets under management on its Form ADV.
Market Street Wealth Management, LLC reports 19 employees.
Market Street Wealth Management, LLC is based in West Chester, PA and has been SEC-registered since 2015.
Market Street Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 999 West Chester Pike, Suite 202, West Chester, PA 19382 |
| Phone | (610) 692-3200 |
| Fax | (610) 692-3822 |
| Office hours | 9:00-5:00 |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $714.9M |
| Non-discretionary | $0 |
| Total (RAUM) | $714.9M |