Market Street Wealth Management
West Chester, PA·SEC-registered · CRD #155157
Market Street Wealth Management is an SEC-registered investment advisory firm in West Chester, PA managing $837M across 2.7k client accounts, with 10 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$837M
Client accounts
2.7k
Advisory staff
10
Fee model
Fee-based
How Market Street Wealth Management is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Market Street Wealth Management
How much does Market Street Wealth Management manage?
Per its most recent SEC Form ADV filing (03/05/2026), Market Street Wealth Management reports $837M in regulatory assets under management across roughly 2.7k client accounts.
How does Market Street Wealth Management charge?
Market Street Wealth Management is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Market Street Wealth Management a fiduciary?
Yes. Market Street Wealth Management is registered with the U.S. Securities and Exchange Commission (CRD #155157), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Market Street Wealth Management taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Market Street Wealth Management and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Market Street Wealth Management's public SEC Form ADV filing (CRD #155157, filed 03/05/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Market Street Wealth Management. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Market Street Wealth Management? Claim this profile.