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MARKET STREET WEALTH MANAGEMENT

WEST CHESTER, PA · CRD 155157 · IAPD ↗ · marketstreetwealth.net · (610) 692-3200

$837.0MRegulatory AUM
10Advisory reps
19Employees
0Clients
More than 500Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

53
March 2026 — MARKET STREET WEALTH MANAGEMENT added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
December 2025 — MARKET STREET WEALTH MANAGEMENT added office(s): 3 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
61
April 2025 — MARKET STREET WEALTH MANAGEMENT reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
45
January 2025 — MARKET STREET WEALTH MANAGEMENT notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2024 — MARKET STREET WEALTH MANAGEMENT added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2024 — MARKET STREET WEALTH MANAGEMENT crossed $500M in regulatory AUM ($481.3M -> $589.2M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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