Market Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation. Financial planning was provided to 1,057 clients last fiscal year.
Market Street Wealth Management reports 1,052 clients. They include 850 individual clients and 202 high-net-worth individuals. Of its assets, 100.0% ($837M across 2,717 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 40% |
| High-net-worth individuals | 19% | 60% |
| Charitable organizations | Fewer than 5 | <1% |
| Corporations and other businesses | Fewer than 5 | <1% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 850 | $337M | 40.3% | $397K |
| High-net-worth individuals | 202 | $499M | 59.6% | $2.47M |
| Charitable organizations | Fewer than 5 | $1.18M | 0.1% | — |
| Corporations and other businesses | Fewer than 5 | $83.4K | 0.0% | — |
| Total | 1,052 | $837M | 100% | — |
- Clients
- 850
- Regulatory AUM
- $337M
- AUM share
- 40.3%
- Avg. per client
- $397K
- Clients
- 202
- Regulatory AUM
- $499M
- AUM share
- 59.6%
- Avg. per client
- $2.47M
- Clients
- Fewer than 5
- Regulatory AUM
- $1.18M
- AUM share
- 0.1%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $83.4K
- AUM share
- 0.0%
- Avg. per client
- —
Total
- Clients
- 1,052
- Regulatory AUM
- $837M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1057
Market Street Wealth Management charges 0.60%–1.25% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning Services
- Hourly rate of up to $200 per hour, or a fixed engagement fee of up to $10,000; planning for younger investors is a fixed monthly fee of $50 to $100. Fees may be negotiable.
Market Street Financial Group, LLC owns 75% or more of Market Street Wealth Management and is in turn owned by Jeffrey Leppert (25–50%), Kevin Holt (25–50%) and Mark Meloro (25–50%). It has 19 employees, 10 of them in advisory roles.
Leadership
Kevin HoltManaging Member/CCO- Jeffrey LeppertManaging Member
Mark MeloroManaging Member
Investment adviser representatives
12 representatives listed in the SEC register as of 9 October 2026.
Staff
- 19 employees
- 10 in advisory functions
- 12 state-registered reps
- 11 broker-dealer reps
- 11 insurance agents
- Owns 75% or more of Market Street Wealth Management, LLC
Market Street Financial Group, LLC
Control person · since September 2010
- Owns 25% to 50% of Market Street Financial Group, LLC
Jeffrey Leppert
Control person · since March 2003
- Owns 25% to 50% of Market Street Financial Group, LLC
Kevin Holt
Control person · since March 2003
- Owns 25% to 50% of Market Street Financial Group, LLC
Mark Meloro
Control person · since September 2009
Market Street Wealth Management’s regulatory assets grew 2.0× from $418M (April 2021) to $837M (March 2026); clients rose from 807 to 1,052 and employees from 16 to 19.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $837M | 1,052 | 19 | 7 |
| March 2025 | $715M | 1,492 | 19 | 4 |
| April 2024 | $589M | 954 | 16 | 5 |
| April 2023 | $481M | 897 | 16 | 4 |
| March 2022 | $530M | 908 | 16 | 4 |
| April 2021 | $418M | 807 | 16 | 4 |
Besides its headquarters, Market Street Wealth Management has 6 offices (3 private residences, listed without an address), with 4 listed addresses in North Carolina and Pennsylvania.
Pennsylvania · 3 listed addresses
- 999 West Chester Pike, Suite 202, West ChesterHQ
- 150 N. Radnor Chester RD., Radnor
- 600 West Germantown Pike, Plymouth Meeting
North Carolina · 1 listed address
- 411 Front Street, Beaufort
Contact and registration details
- Legal name
- Market Street Wealth Management, LLC
- Headquarters
- 999 West Chester Pike, Suite 202, West Chester, PA 19382
- Website
- marketstreetwealth.net
- Phone
- 610-692-3200
- @market-street-wealth-management
- SEC file
- 801-81172
- Founded
- 2010
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Market Street Wealth Management uses Fidelity ($837M) as custodian for its separately managed accounts. Market Street Wealth Management does not have custody of client assets.
The filed custodian amounts total more than regulatory assets under management. Each amount is shown as filed.
- FidelityFidelity Brokerage Services LLC · Boston, MA · $837M100%
At year end, Market Street Wealth Management’s separately managed accounts were mostly in funds (75%) and stocks (13%).
What the accounts hold
- Stocks13%
- Funds75%
- Bonds5%
- Investment grade corporate bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash7%
How many clients does Market Street Wealth Management have?
Market Street Wealth Management has 1,052 clients and manages $837 million for them, as of March 2026. They include 850 individual clients and 202 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 5 March 2026
What services does Market Street Wealth Management offer?
Market Street Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, tax planning, and tax preparation.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Market Street Wealth Management charge?
Market Street Wealth Management charges 0.60%–1.25% a year for its Investment Management Services. The fee is billed in advance or in arrears and is negotiable.
Which custodians does Market Street Wealth Management use?
Market Street Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $837M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 5 March 2026
How many financial advisors does Market Street Wealth Management have?
Market Street Wealth Management has 12 investment adviser representatives registered with state securities authorities, out of 19 employees, and 10 perform investment advisory functions. 11 employees are registered representatives of a broker-dealer and 11 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Market Street Wealth Management invest in?
At the end of its last fiscal year, Market Street Wealth Management’s separately managed accounts held 75% registered funds (mutual funds, ETFs, BDCs), 13% exchange-traded equities, 7% cash and equivalents, 3% investment grade corporate bonds, 1% U.S. government and agency bonds and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Market Street Wealth Management?
Market Street Wealth Management is owned through a holding company by Jeffrey Leppert, Kevin Holt and Mark Meloro. Its direct owner is Market Street Financial Group, LLC (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 5 March 2026
How does Market Street Wealth Management get paid?
Market Street Wealth Management is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Market Street Wealth Management registered with the SEC?
Yes, Market Street Wealth Management has been registered with the SEC as an investment adviser since 27 March 2015. Its CRD number is 155157 and its SEC file number is 801-81172.
Source: Form ADV Part 1A, Item 1, filed 5 March 2026; IAPD firm record
How do I contact Market Street Wealth Management?
Market Street Wealth Management’s main office is at 999 West Chester Pike, Suite 202, West Chester, PA 19382. Its phone number is 610-692-3200. Its website is marketstreetwealth.net.