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MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC

INDIANAPOLIS, IN · CRD 122212 · IAPD ↗ · 317-552-0505

$776.0MRegulatory AUM
8Advisory reps
12Employees
2Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
December 2025 — MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC notice-filed in GA, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC shrank from 10 to 8 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
53
April 2024 — MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC added office(s): 8 -> 9 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC crossed $500M in regulatory AUM ($491.8M -> $571.8M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.