Market Street Wealth Management Advisors, LLC
● SEC registered since 2004CRD 122212SEC# 801-62577Indianapolis, IN
Reg. AUM
$776M
Employees
12
Accounts
1,693
Location
Indianapolis, IN
Market Street Wealth Management Advisors, LLC assets under management
Market Street Wealth Management Advisors, LLC is an SEC-registered investment adviser based in Indianapolis, IN. The firm has been registered since 2004. It reports $776 million in regulatory assets under management and employs 12 people.
Market Street Wealth Management Advisors, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Randel Paul Williams Control | Senior Financial Planner | 10-25% | 2022 |
| Austin B Angel | Senior Financial Planner | 10-25% | 2026 |
| Jessica Lynn Bokhart Control | Senior Financial Planner | 25-50% | 2016 |
| Katie Jo Fischer Control | Chief Compliance Officer/Senior Financial Planner | 10-25% | 2018 |
| Kevin Jay Ervin Control | Senior Financial Planner | 10-25% | 2001 |
| Kyle B Thompson Control | Senior Financial Planner | 25-50% | 2016 |
| Patrick Kyle Roberts Control | Managing Partner | 10-25% | 2022 |
Frequently asked questions
How much does Market Street Wealth Management Advisors, LLC manage?
Market Street Wealth Management Advisors, LLC reports $776 million in regulatory assets under management on its Form ADV.
How many employees does Market Street Wealth Management Advisors, LLC have?
Market Street Wealth Management Advisors, LLC reports 12 employees.
Where is Market Street Wealth Management Advisors, LLC located?
Market Street Wealth Management Advisors, LLC is based in Indianapolis, IN and has been SEC-registered since 2004.
Does Market Street Wealth Management Advisors, LLC disclose fund performance?
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.
Contact & registration
| 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 |
Regulatory AUM
$776M▲ 9%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,306 advisers
EmployeesTop 35%
More than 65% of 16,824 advisers
Assets under management
$776Mregulatory AUM
Discretionary $769.3MNon-discretionary $6.7M