Market Street Wealth Management, LLC
● SEC registered since 2015CRD 155157SEC# 801-81172West Chester, PA
Reg. AUM
$837M
Employees
19
Accounts
2,717
Location
West Chester, PA
Market Street Wealth Management, LLC assets under management
Market Street Wealth Management, LLC is an investment advisory firm registered with the SEC based in West Chester, PA. The firm has been registered since 2015. It reports $837 million in regulatory assets under management and employs 19 people.
Market Street Wealth Management, LLC owners & executives
7 reported| 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 Financial Group, LLC Control | Owner | Over 75% | 2010 |
| Jeffrey William Leppert Control | Member | 25-50% | 2003 |
| Kevin Andrew Holt Control | Member | 25-50% | 2003 |
| Mark Meloro Control | Member | 25-50% | 2009 |
Frequently asked questions
How much does Market Street Wealth Management, LLC manage?
Market Street Wealth Management, LLC reports $837 million in regulatory assets under management on its Form ADV.
How many employees does Market Street Wealth Management, LLC have?
Market Street Wealth Management, LLC reports 19 employees.
Where is Market Street Wealth Management, LLC located?
Market Street Wealth Management, LLC is based in West Chester, PA and has been SEC-registered since 2015.
Does Market Street Wealth Management, LLC disclose fund performance?
Market Street Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$837M▲ 17%
Mar '25Form ADV, monthlyJul '26
How this firm compares
Regulatory AUMTop 36%
Larger than 64% of 16,306 advisers
EmployeesTop 25%
More than 75% of 16,824 advisers
Assets under management
$837Mregulatory AUM
Discretionary $837M