{"url":"https://nivawealth.com/firms/market-street-wealth-management-155157","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/155157","regulatoryAum":836983408,"crd":"155157","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6445263","suffix":null,"lastName":"CLAYTON","firstName":"SARAH","middleName":"LOUISE"},{"crd":"7365896","suffix":null,"lastName":"Daniel","firstName":"Nathan","middleName":"Ives"},{"crd":"5155742","suffix":null,"lastName":"DOHERTY","firstName":"KELLY","middleName":"LIVESEY"},{"crd":"3084098","suffix":null,"lastName":"EICHERT","firstName":"MATTHEW","middleName":"GARRETT"},{"crd":"5662607","suffix":null,"lastName":"Elias","firstName":"Richard","middleName":"George"},{"crd":"4198617","suffix":null,"lastName":"HOLT","firstName":"KEVIN","middleName":"ANDREW"},{"crd":"2834622","suffix":null,"lastName":"LEPPERT","firstName":"JEFFREY","middleName":"WILLIAM"},{"crd":"3261100","suffix":null,"lastName":"MELORO","firstName":"MARK","middleName":null},{"crd":"8140754","suffix":null,"lastName":"Meloro","firstName":"Maxwell","middleName":"Joseph"},{"crd":"7754891","suffix":null,"lastName":"Prickett","firstName":"John","middleName":"Craig"},{"crd":"6705393","suffix":null,"lastName":"THRIFT","firstName":"ANDREW","middleName":"CHRISTOPHER"},{"crd":"4690637","suffix":null,"lastName":"VOGT","firstName":"TROY","middleName":"BATES"}],"total":12,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2021-04-01","regulatoryAum":418064408,"clients":807,"employees":16,"offices":4},{"filedOn":"2022-03-24","regulatoryAum":530382729,"clients":908,"employees":16,"offices":4},{"filedOn":"2023-04-10","regulatoryAum":481260821,"clients":897,"employees":16,"offices":4},{"filedOn":"2024-04-16","regulatoryAum":589151971,"clients":954,"employees":16,"offices":5},{"filedOn":"2025-03-25","regulatoryAum":714859960,"clients":1492,"employees":19,"offices":4},{"filedOn":"2026-03-05","regulatoryAum":836983408,"clients":1052,"employees":19,"offices":7}],"secFileNumber":"801-81172","legalName":"Market Street Wealth Management, LLC","displayName":"Market Street Wealth Management","slug":"market-street-wealth-management-155157","website":"https://marketstreetwealth.net/","classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"linkedinUrl":"https://www.linkedin.com/company/market-street-wealth-management/","xUrl":"https://twitter.com/marketst_wealth","founded":"2010","organization":"Pennsylvania limited liability company","fiscalYearEnd":"December","headquarters":{"street":"999 West Chester Pike, Suite 202","city":"West Chester","state":"PA","stateName":"Pennsylvania","country":"United States","postalCode":"19382"},"tradeNames":[],"registration":{"secApproved":"27 March 2015","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":794407.1986692016,"staff":{"employees":19,"advisory":10,"brokerDealerReps":11,"insuranceAgents":11,"promoters":0},"aum":{"regulatory":836983408,"discretionary":836983408,"discretionaryAccounts":2717,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":null,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":850,"regulatoryAum":337062483},{"label":"High-net-worth individuals","clients":202,"regulatoryAum":498653890},{"label":"Charitable organizations","clients":null,"fewerThan5":true,"regulatoryAum":1183600},{"label":"Corporations and other businesses","clients":null,"fewerThan5":true,"regulatoryAum":83435}],"feePrograms":[{"role":"main","program":"Investment Management Services","feeBasis":"range","fee_tiers":null,"sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011891","versionId":1011891,"ratePeriod":"annual","fee_billing":"both","submittedOn":"2026-02-25","documentName":"MSWM FORM ADV PART 2A","fee_rate_low":0.6,"fee_rate_high":1.25,"fee_negotiable":true,"minimum_account":null,"feeMinimumPeriod":null,"fee_minimum_annual":null},{"role":"other","program":"Financial Planning Services","summary":"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.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011891","versionId":1011891,"submittedOn":"2026-02-25","documentName":"MSWM FORM ADV PART 2A"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed","checkedAt":"2026-10-22T06:57:06.441676+00:00","documents":[{"name":"MSWM FORM ADV PART 2A","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011891","versionId":1011891,"submittedOn":"2026-02-25"}]},"custodians":[{"name":"Fidelity Brokerage Services LLC","shortName":"Fidelity","location":"Boston, MA","smaAssets":836983409}],"custodyNote":"Market Street Wealth Management does not have custody of client assets.","leadership":[{"name":"Kevin Holt","title":"Managing Member/CCO","crd":"4198617"},{"name":"Jeffrey Leppert","title":"Managing Member","crd":"2834622"},{"name":"Mark Meloro","title":"Managing Member","crd":"3261100"}],"ownership":[{"label":"Market Street Financial Group, LLC","detail":"Owner in the 75% or more ownership band and a control person, since September 2010."},{"label":"Jeffrey Leppert","detail":"Indirect owner: a member of Market Street Financial Group, LLC in the 25% to 50% band and a control person, since March 2003.","parent":"Market Street Financial Group, LLC"},{"label":"Kevin Holt","detail":"Indirect owner: a member of Market Street Financial Group, LLC in the 25% to 50% band and a control person, since March 2003.","parent":"Market Street Financial Group, LLC"},{"label":"Mark Meloro","detail":"Indirect owner: a member of Market Street Financial Group, LLC in the 25% to 50% band and a control person, since September 2009.","parent":"Market Street Financial Group, LLC"}],"filedOffices":{"otherThanPrincipal":6,"privateResidences":3},"listedOfficeAddresses":4,"foreignOffices":[],"officesByState":[{"state":"North Carolina","offices":1,"addresses":[{"street":"411 Front Street","city":"Beaufort"}]},{"state":"Pennsylvania","offices":3,"addresses":[{"street":"999 West Chester Pike, Suite 202","city":"West Chester","headquarters":true},{"street":"150 N. Radnor Chester RD.","city":"Radnor"},{"street":"600 West Germantown Pike","city":"Plymouth Meeting"}]}],"brochureServices":["education planning","estate planning","insurance","philanthropic planning","tax planning","tax preparation"],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"610-692-3200","stateRegisteredReps":12,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)","Other"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Selection of other advisers (including private fund managers)"],"financialPlanningClients":"1057","assetMix":[{"label":"Exchange-traded equity securities","percent":13},{"label":"U.S. government/agency bonds","percent":1},{"label":"U.S. state and local bonds","percent":1},{"label":"Investment grade corporate bonds","percent":3},{"label":"Securities issued by registered investment companies or business development companies","percent":75},{"label":"Cash and cash equivalents","percent":7}],"privateFunds":0},"sources":{"adv1FilingDate":"5 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/155157/PDF/155157.pdf","brochureDate":"25 February 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1011891","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Market Street Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Market Street Wealth Management offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Market Street Wealth Management charge?","answer":"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.","source":"MSWM FORM ADV PART 2A, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Market Street Wealth Management use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Market Street Wealth Management have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Market Street Wealth Management invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Market Street Wealth Management?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Market Street Wealth Management get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Market Street Wealth Management registered with the SEC?","answer":"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","sourceRef":{"doc":"adv1","section":"identity"}},{"question":"How do I contact Market Street Wealth Management?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 5 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}