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

Clients

251

Accounts

1,651

Firm Details

Organization Type: Limited Liability Company
State of Formation: Indiana
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Oct 6, 2025
Branch Offices: 9

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BELL, BRADLEY, S.	I	MEMBER	NA
BELL, BRADLEY, S.	I	MEMBER	NA
BELL, BRADLEY, S.	I	MEMBER	NA
BELL, BRADLEY, S.	I	MEMBER	NA
BELL, BRADLEY, S.	I	MEMBER	NA
BELL, BRADLEY, S.	I	MEMBER	NA
BELL, BRADLEY, S.	I	MEMBER	NA
BIRK, JEFFREY, W.	I	MEMBER	NA
BIRK, JEFFREY, W.	I	MEMBER	NA
BIRK, JEFFREY, W.	I	MEMBER	NA
EICHENBERGER, STEVEN, A.	I	MEMBER	NA
EICHENBERGER, STEVEN, A.	I	MEMBER	NA
EICHENBERGER, STEVEN, A.	I	MEMBER	NA
EICHENBERGER, STEVEN, A.	I	MEMBER	NA
EICHENBERGER, STEVEN, A.	I	MEMBER	NA
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER	NA	Control
GROSS, HOWARD, I.	I	MEMBER	NA
GROSS, HOWARD, I.	I	MEMBER	NA
GROSS, HOWARD, I.	I	MEMBER	NA
GROSS, HOWARD, I.	I	MEMBER	NA
GROSS, HOWARD, I.	I	MEMBER	NA
REED, STEVEN, W.	I	MEMBER	NA
REED, STEVEN, W.	I	MEMBER	NA
REED, STEVEN, W.	I	MEMBER	NA
REED, STEVEN, W.	I	MEMBER	NA
REED, STEVEN, W.	I	MEMBER	NA
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	E	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
ERVIN, KEVIN, JAY	I	MANAGING PARTNER	D	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER/MANAGING PARTNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER	C	Control
BOKHART, JESSICA, LYNN	I	SENIOR FINANCIAL PLANNER	C	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	C	Control
ERVIN, KEVIN, JAY	I	MANAGING DIRECTOR	C	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	C	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	C	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	C	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	C	Control
ERVIN, KEVIN, JAY	I	CHIEF COMPLIANCE OFFICER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
THOMPSON, KYLE, B	I	SENIOR FINANCIAL PLANNER	C	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BELL, BRADLEY, S.	I	MANAGING MEMBER	B	Control
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BIRK, JEFFREY, W.	I	MEMBER	B
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
BOKHART, JESSICA, LYNN	I	PARTNER	B	Control
COULTER, JEFFREY, L.	I	MEMBER	B
COULTER, JEFFREY, L.	I	MEMBER	B
COULTER, JEFFREY, L.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
EICHENBERGER, STEVEN, A.	I	MEMBER	B
ERVIN, KEVIN, JAY	I	MANAGING DIRECTOR	B	Control
ERVIN, KEVIN, JAY	I	MANAGING DIRECTOR	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
ERVIN, KEVIN, JAY	I	SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
FISCHER, KATIE, JO	I	CHIEF COMPLIANCE OFFICER/SENIOR FINANCIAL PLANNER	B	Control
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
GROSS, HOWARD, I.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
REED, STEVEN, W.	I	MEMBER	B
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	SENIOR INVESTMENT ADVISOR	B	Control
ROBERTS, PATRICK, KYLE	I	MANAGING PARTNER	B	Control
ROBERTS, PATRICK, KYLE	I	MANAGING PARTNER	B	Control
ROBERTS, PATRICK, KYLE	I	MANAGING PARTNER	B	Control
ROBERTS, PATRICK, KYLE	I	MANAGING PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
THOMPSON, KYLE, B	I	PARTNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
Williams, Aaron, Randel Paul	I	SENIOR FINANCIAL PLANNER	B	Control
BOKHART, JESSICA, LYNN	I	OWNER	A	Control
BOKHART, JESSICA, LYNN	I	OWNER	A	Control
BOKHART, JESSICA, LYNN	I	OWNER	A	Control
BOKHART, JESSICA, LYNN	I	OWNER	A	Control
BOKHART, JESSICA, LYNN	I	OWNER	A	Control
BOKHART, JESSICA, LYNN	I	PARTNER	A	Control
BOKHART, JESSICA, LYNN	I	OWNER	A	Control
BOKHART, JESSICA, LYNN	I	PARTNER	A	Control
BOKHART, JESSICA, LYNN	I	PARTNER	A	Control
BOKHART, JESSICA, LYNN	I	OWNER	A	Control
BOKHART, JESSICA, LYNN	I	PARTNER	A	Control
THOMPSON, KYLE, B	I	OWNER	A	Control
THOMPSON, KYLE, B	I	OWNER	A	Control
THOMPSON, KYLE, B	I	OWNER	A	Control
THOMPSON, KYLE, B	I	OWNER	A	Control
THOMPSON, KYLE, B	I	OWNER	A	Control
THOMPSON, KYLE, B	I	PARTNER	A	Control
THOMPSON, KYLE, B	I	OWNER	A	Control
THOMPSON, KYLE, B	I	PARTNER	A	Control
THOMPSON, KYLE, B	I	PARTNER	A	Control
THOMPSON, KYLE, B	I	OWNER	A	Control
THOMPSON, KYLE, B	I	PARTNER	A	Control
WOODWARD, TIMOTHY, BRAD	I	OWNER	A	Control
WOODWARD, TIMOTHY, BRAD	I	CHIEF COMPLIANCE OFFICER	A	Control
WOODWARD, TIMOTHY, BRAD	I	CHIEF COMPLIANCE OFFICER	A	Control
WOODWARD, TIMOTHY, BRAD	I	CHIEF COMPLIANCE OFFICER	A	Control
WOODWARD, TIMOTHY, BRAD	I	CHIEF COMPLIANCE OFFICER	A	Control
WOODWARD, TIMOTHY, BRAD	I	CHIEF COMPLIANCE OFFICER	A	Control
WOODWARD, TIMOTHY, BRAD	I	CHIEF COMPLIANCE OFFICER	A	Control

Registrations

Federal

Oct 6, 2025 REGISTERED

Notice Filings (12)

AZ CA FL GA IL IN KY MI OH SC TX VA

Address

3105 E 98TH STREET
SUITE 170
INDIANAPOLIS, IN 46280
United States

Phone: 317-552-0505