MARKET STREET WEALTH MANAGEMENT ADVISORS, LLC
CRD #122212 SEC #801-62577 INDIANAPOLIS, IN 317-552-0505
SEC Registered
Total AUM
$711.3M
Discretionary
$709.2M
Employees
12
Clients
251
Accounts
1,651
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $711.3M | $709.2M | $2.1M | 12 | 1 |
| Oct 2025 | $711.3M | $709.2M | $2.1M | 12 | 1 |
| Apr 2025 | $711.3M | $709.2M | $2.1M | 12 | 1 |
| Mar 2025 | $711.3M | $709.2M | $2.1M | 12 | 1 |
| Sep 2024 | $571.8M | $568.3M | $3.6M | 11 | 2 |
| Mar 2024 | $571.8M | $568.3M | $3.6M | 11 | 2 |
| Mar 2024 | $571.8M | $568.3M | $3.6M | 11 | 2 |
| Jan 2024 | $491.8M | $489.2M | $2.6M | 11 | 2 |
| Oct 2023 | $491.8M | $489.2M | $2.6M | 11 | 2 |
| Sep 2023 | $491.8M | $489.2M | $2.6M | 11 | 2 |
| Jun 2023 | $491.8M | $489.2M | $2.6M | 13 | 2 |
| Mar 2023 | $491.8M | $489.2M | $2.6M | 13 | 2 |
| Mar 2023 | $491.8M | $489.2M | $2.6M | 13 | 2 |
| Nov 2022 | $570.9M | $568M | $2.9M | 12 | 8 |
| May 2022 | $570.9M | $568M | $2.9M | 12 | 8 |
| Mar 2022 | $570.9M | $568M | $2.9M | 12 | 8 |
| Jun 2021 | $424.7M | $423M | $1.6M | 12 | 0 |
| May 2021 | $424.7M | $423M | $1.6M | 12 | 0 |
| Mar 2021 | $424.7M | $423M | $1.6M | 12 | 0 |
| Nov 2020 | $378.1M | $377.2M | $878.6K | 12 | 0 |
| Jun 2020 | $378.1M | $377.2M | $878.6K | 12 | 0 |
| Apr 2020 | $378.1M | $377.2M | $878.6K | 12 | 0 |
| Feb 2020 | $378.1M | $377.2M | $878.6K | 11 | 0 |
| Jan 2020 | $315.4M | $315.4M | $0 | 12 | 0 |
| Sep 2019 | $315.4M | $315.4M | $0 | 11 | 0 |
| Feb 2019 | $315.4M | $315.4M | $0 | 11 | 0 |
| Nov 2018 | $328.4M | $328.4M | $0 | 11 | 311 |
| Aug 2018 | $328.4M | $328.4M | $0 | 11 | 311 |
| Jul 2018 | $330.2M | $330.2M | $0 | 11 | 311 |
| Jun 2018 | $330.2M | $330.2M | $0 | 12 | 311 |
| Mar 2018 | $312.4M | $312.4M | $0 | 12 | 311 |
| Dec 2017 | $305.9M | $305.9M | $0 | 9 | 13 |
| Dec 2017 | $305.9M | $305.9M | $0 | 9 | 13 |
| Jul 2017 | $288M | $288M | $0 | 9 | 200 |
| May 2017 | $288M | $288M | $0 | 9 | 200 |
| Mar 2017 | $288M | $288M | $0 | 9 | 200 |
| Aug 2016 | $235M | $235M | $0 | 9 | 200 |
| Mar 2016 | $235M | $235M | $0 | 9 | 200 |
| Jul 2015 | $212M | $212M | $0 | 7 | 200 |
| Mar 2015 | $212M | $212M | $0 | 7 | 200 |
| Mar 2014 | $190.1M | $190.1M | $0 | 6 | 200 |
| Feb 2014 | $190.1M | $190.1M | $0 | 6 | 200 |
| Feb 2013 | $160M | $160M | $0 | 5 | 100 |
| Feb 2013 | $137.5M | $137.5M | $0 | 4 | 140 |
| Feb 2012 | $137.5M | $137.5M | $0 | 1 | 140 |
| Jun 2011 | $143M | $143M | $0 | 5 | -- |
| Apr 2011 | $143M | $143M | $0 | 5 | -- |
| Mar 2011 | $143M | $143M | $0 | 5 | -- |
| Feb 2009 | $87.7M | $85.9M | $1.8M | 5 | -- |
| Feb 2007 | $84.1M | $82.7M | $1.4M | 5 | -- |
| Dec 2006 | $82.3M | $81M | $1.3M | 5 | -- |
| Feb 2006 | $65.4M | $64.1M | $1.3M | 5 | -- |
| Feb 2005 | $47.9M | $46.6M | $1.3M | 5 | -- |
| Dec 2003 | $28.3M | $27M | $1.3M | 5 | -- |
DateOct 2025
Total AUM$711.3M
Discretionary$709.2M
Non-Disc.$2.1M
Employees12
Clients1
DateOct 2025
Total AUM$711.3M
Discretionary$709.2M
Non-Disc.$2.1M
Employees12
Clients1
DateApr 2025
Total AUM$711.3M
Discretionary$709.2M
Non-Disc.$2.1M
Employees12
Clients1
DateMar 2025
Total AUM$711.3M
Discretionary$709.2M
Non-Disc.$2.1M
Employees12
Clients1
DateSep 2024
Total AUM$571.8M
Discretionary$568.3M
Non-Disc.$3.6M
Employees11
Clients2
DateMar 2024
Total AUM$571.8M
Discretionary$568.3M
Non-Disc.$3.6M
Employees11
Clients2
DateMar 2024
Total AUM$571.8M
Discretionary$568.3M
Non-Disc.$3.6M
Employees11
Clients2
DateJan 2024
Total AUM$491.8M
Discretionary$489.2M
Non-Disc.$2.6M
Employees11
Clients2
DateOct 2023
Total AUM$491.8M
Discretionary$489.2M
Non-Disc.$2.6M
Employees11
Clients2
DateSep 2023
Total AUM$491.8M
Discretionary$489.2M
Non-Disc.$2.6M
Employees11
Clients2
DateJun 2023
Total AUM$491.8M
Discretionary$489.2M
Non-Disc.$2.6M
Employees13
Clients2
DateMar 2023
Total AUM$491.8M
Discretionary$489.2M
Non-Disc.$2.6M
Employees13
Clients2
DateMar 2023
Total AUM$491.8M
Discretionary$489.2M
Non-Disc.$2.6M
Employees13
Clients2
DateNov 2022
Total AUM$570.9M
Discretionary$568M
Non-Disc.$2.9M
Employees12
Clients8
DateMay 2022
Total AUM$570.9M
Discretionary$568M
Non-Disc.$2.9M
Employees12
Clients8
DateMar 2022
Total AUM$570.9M
Discretionary$568M
Non-Disc.$2.9M
Employees12
Clients8
DateJun 2021
Total AUM$424.7M
Discretionary$423M
Non-Disc.$1.6M
Employees12
Clients0
DateMay 2021
Total AUM$424.7M
Discretionary$423M
Non-Disc.$1.6M
Employees12
Clients0
DateMar 2021
Total AUM$424.7M
Discretionary$423M
Non-Disc.$1.6M
Employees12
Clients0
DateNov 2020
Total AUM$378.1M
Discretionary$377.2M
Non-Disc.$878.6K
Employees12
Clients0
DateJun 2020
Total AUM$378.1M
Discretionary$377.2M
Non-Disc.$878.6K
Employees12
Clients0
DateApr 2020
Total AUM$378.1M
Discretionary$377.2M
Non-Disc.$878.6K
Employees12
Clients0
DateFeb 2020
Total AUM$378.1M
Discretionary$377.2M
Non-Disc.$878.6K
Employees11
Clients0
DateJan 2020
Total AUM$315.4M
Discretionary$315.4M
Non-Disc.$0
Employees12
Clients0
DateSep 2019
Total AUM$315.4M
Discretionary$315.4M
Non-Disc.$0
Employees11
Clients0
DateFeb 2019
Total AUM$315.4M
Discretionary$315.4M
Non-Disc.$0
Employees11
Clients0
DateNov 2018
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees11
Clients311
DateAug 2018
Total AUM$328.4M
Discretionary$328.4M
Non-Disc.$0
Employees11
Clients311
DateJul 2018
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees11
Clients311
DateJun 2018
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees12
Clients311
DateMar 2018
Total AUM$312.4M
Discretionary$312.4M
Non-Disc.$0
Employees12
Clients311
DateDec 2017
Total AUM$305.9M
Discretionary$305.9M
Non-Disc.$0
Employees9
Clients13
DateDec 2017
Total AUM$305.9M
Discretionary$305.9M
Non-Disc.$0
Employees9
Clients13
DateJul 2017
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees9
Clients200
DateMay 2017
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees9
Clients200
DateMar 2017
Total AUM$288M
Discretionary$288M
Non-Disc.$0
Employees9
Clients200
DateAug 2016
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees9
Clients200
DateMar 2016
Total AUM$235M
Discretionary$235M
Non-Disc.$0
Employees9
Clients200
DateJul 2015
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees7
Clients200
DateMar 2015
Total AUM$212M
Discretionary$212M
Non-Disc.$0
Employees7
Clients200
DateMar 2014
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients200
DateFeb 2014
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients200
DateFeb 2013
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees5
Clients100
DateFeb 2013
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees4
Clients140
DateFeb 2012
Total AUM$137.5M
Discretionary$137.5M
Non-Disc.$0
Employees1
Clients140
DateJun 2011
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateApr 2011
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees5
Clients--
DateFeb 2009
Total AUM$87.7M
Discretionary$85.9M
Non-Disc.$1.8M
Employees5
Clients--
DateFeb 2007
Total AUM$84.1M
Discretionary$82.7M
Non-Disc.$1.4M
Employees5
Clients--
DateDec 2006
Total AUM$82.3M
Discretionary$81M
Non-Disc.$1.3M
Employees5
Clients--
DateFeb 2006
Total AUM$65.4M
Discretionary$64.1M
Non-Disc.$1.3M
Employees5
Clients--
DateFeb 2005
Total AUM$47.9M
Discretionary$46.6M
Non-Disc.$1.3M
Employees5
Clients--
DateDec 2003
Total AUM$28.3M
Discretionary$27M
Non-Disc.$1.3M
Employees5
Clients--