MAIN LINE GROUP WEALTH MANAGEMENT, LLC
CRD #150964 SEC #801-124756 610-828-8288
SEC Registered Private Funds
Total AUM
$111.7M
Discretionary
$111.5M
Employees
2
Clients
26
Accounts
274
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $111.7M | $111.5M | $175.6K | 2 | 0 |
| Mar 2025 | $111.7M | $111.5M | $175.6K | 2 | 0 |
| Mar 2024 | $102.8M | $102.8M | $0 | 2 | 0 |
| Oct 2023 | $91.1M | $91.1M | $0 | 2 | 0 |
| Oct 2023 | $91.1M | $91.1M | $0 | 2 | 0 |
| Jul 2023 | $91.1M | $91.1M | $0 | 2 | 0 |
| Apr 2023 | $91.1M | $91.1M | $0 | 2 | 0 |
| Apr 2023 | $91.1M | $91.1M | $0 | 2 | 0 |
| Mar 2023 | $91.1M | $91.1M | $0 | 2 | 0 |
| Mar 2022 | $113.1M | $113M | $99.2K | 3 | 0 |
| Mar 2022 | $113.1M | $113M | $99.2K | 3 | 0 |
| Aug 2012 | $50.7M | $50.7M | $20.6K | 1 | 26 |
| Jul 2012 | $50.7M | $50.7M | $20.6K | 1 | 26 |
| Jul 2012 | $50.7M | $50.7M | $20.6K | 1 | 26 |
| Jun 2012 | $50.7M | $50.7M | $20.6K | 1 | 26 |
| Mar 2012 | $50.7M | $50.7M | $20.6K | 1 | 26 |
| Apr 2011 | $52M | $52M | $0 | 5 | -- |
| Mar 2011 | $56M | $56M | $0 | 5 | -- |
| Jan 2011 | $56M | $52M | $4M | 5 | -- |
| Jul 2010 | $46.2M | $42M | $4.2M | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
| Sep 2009 | $36.4M | $35.2M | $1.2M | 5 | -- |
DateJun 2025
Total AUM$111.7M
Discretionary$111.5M
Non-Disc.$175.6K
Employees2
Clients0
DateMar 2025
Total AUM$111.7M
Discretionary$111.5M
Non-Disc.$175.6K
Employees2
Clients0
DateMar 2024
Total AUM$102.8M
Discretionary$102.8M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateOct 2023
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateJul 2023
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateApr 2023
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$91.1M
Discretionary$91.1M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$113.1M
Discretionary$113M
Non-Disc.$99.2K
Employees3
Clients0
DateMar 2022
Total AUM$113.1M
Discretionary$113M
Non-Disc.$99.2K
Employees3
Clients0
DateAug 2012
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$20.6K
Employees1
Clients26
DateJul 2012
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$20.6K
Employees1
Clients26
DateJul 2012
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$20.6K
Employees1
Clients26
DateJun 2012
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$20.6K
Employees1
Clients26
DateMar 2012
Total AUM$50.7M
Discretionary$50.7M
Non-Disc.$20.6K
Employees1
Clients26
DateApr 2011
Total AUM$52M
Discretionary$52M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$56M
Discretionary$56M
Non-Disc.$0
Employees5
Clients--
DateJan 2011
Total AUM$56M
Discretionary$52M
Non-Disc.$4M
Employees5
Clients--
DateJul 2010
Total AUM$46.2M
Discretionary$42M
Non-Disc.$4.2M
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$36.4M
Discretionary$35.2M
Non-Disc.$1.2M
Employees5
Clients--