MARKET STREET WEALTH MANAGEMENT, LLC
Legal name: MARKET STREET WEALTH MANAGEMENT
CRD #155157 SEC #801-81172 WEST CHESTER, PA (610) 692-3200
SEC Registered
Total AUM
$714.9M
Discretionary
$714.9M
Employees
19
Clients
--
Accounts
2,604
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $714.9M | $714.9M | $0 | 19 | 0 |
| Sep 2025 | $714.9M | $714.9M | $0 | 19 | 0 |
| Mar 2025 | $714.9M | $714.9M | $0 | 19 | 0 |
| Mar 2025 | $714.9M | $714.9M | $0 | 19 | 0 |
| Dec 2024 | $589.2M | $589.2M | $0 | 16 | 0 |
| Apr 2024 | $589.2M | $589.2M | $0 | 16 | 0 |
| Mar 2024 | $589.2M | $589.2M | $0 | 16 | 0 |
| Apr 2023 | $481.3M | $481.3M | $0 | 16 | 0 |
| Mar 2023 | $481.3M | $481.3M | $0 | 16 | 0 |
| Dec 2022 | $530.4M | $530.4M | $0 | 16 | 0 |
| Nov 2022 | $530.4M | $530.4M | $0 | 16 | 0 |
| Mar 2022 | $530.4M | $530.4M | $0 | 16 | 0 |
| Mar 2022 | $530.4M | $530.4M | $0 | 16 | 0 |
| Dec 2021 | $418.1M | $418.1M | $0 | 16 | 0 |
| Apr 2021 | $418.1M | $418.1M | $0 | 16 | 0 |
| Mar 2021 | $418.1M | $418.1M | $0 | 16 | 0 |
| Nov 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| Oct 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| Oct 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| Jun 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| Jun 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| May 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| Apr 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| Mar 2020 | $327.3M | $324.8M | $2.5M | 17 | 0 |
| Oct 2019 | $237.5M | $235.3M | $2.2M | 14 | 0 |
| Jul 2019 | $237.5M | $235.3M | $2.2M | 14 | 0 |
| Mar 2019 | $237.5M | $235.3M | $2.2M | 14 | 0 |
| Mar 2018 | $209.7M | $207.5M | $2.1M | 14 | 0 |
| Mar 2017 | $130.5M | $128.6M | $1.9M | 14 | 500 |
| Mar 2017 | $130.5M | $128.6M | $1.9M | 14 | 500 |
| Jan 2017 | $104.3M | $102.7M | $1.6M | 14 | 400 |
| Sep 2016 | $104.3M | $102.7M | $1.6M | 13 | 400 |
| Jun 2016 | $104.3M | $102.7M | $1.6M | 13 | 400 |
| Mar 2016 | $104.3M | $102.7M | $1.6M | 14 | 400 |
| Jan 2016 | $103.7M | $102M | $1.7M | 9 | 400 |
| Dec 2015 | $103.7M | $102M | $1.7M | 9 | 400 |
| Aug 2015 | $103.7M | $102M | $1.7M | 9 | 400 |
| Jul 2015 | $103.7M | $102M | $1.7M | 9 | 400 |
| Jun 2015 | $103.7M | $102M | $1.7M | 9 | 400 |
| Jun 2015 | $103.7M | $102M | $1.7M | 9 | 400 |
| Mar 2015 | $103.7M | $102M | $1.7M | 9 | 400 |
| Mar 2015 | $103.7M | $102M | $1.7M | 9 | 400 |
| May 2012 | $29M | $29M | $0 | 6 | 200 |
| Mar 2012 | $29M | $29M | $0 | 6 | 200 |
| Mar 2012 | $29M | $29M | $0 | 6 | 200 |
| Jul 2011 | $30.2M | $30.2M | $0 | 10 | -- |
| Mar 2011 | $30.2M | $30.2M | $0 | 10 | -- |
DateNov 2025
Total AUM$714.9M
Discretionary$714.9M
Non-Disc.$0
Employees19
Clients0
DateSep 2025
Total AUM$714.9M
Discretionary$714.9M
Non-Disc.$0
Employees19
Clients0
DateMar 2025
Total AUM$714.9M
Discretionary$714.9M
Non-Disc.$0
Employees19
Clients0
DateMar 2025
Total AUM$714.9M
Discretionary$714.9M
Non-Disc.$0
Employees19
Clients0
DateDec 2024
Total AUM$589.2M
Discretionary$589.2M
Non-Disc.$0
Employees16
Clients0
DateApr 2024
Total AUM$589.2M
Discretionary$589.2M
Non-Disc.$0
Employees16
Clients0
DateMar 2024
Total AUM$589.2M
Discretionary$589.2M
Non-Disc.$0
Employees16
Clients0
DateApr 2023
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees16
Clients0
DateMar 2023
Total AUM$481.3M
Discretionary$481.3M
Non-Disc.$0
Employees16
Clients0
DateDec 2022
Total AUM$530.4M
Discretionary$530.4M
Non-Disc.$0
Employees16
Clients0
DateNov 2022
Total AUM$530.4M
Discretionary$530.4M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$530.4M
Discretionary$530.4M
Non-Disc.$0
Employees16
Clients0
DateMar 2022
Total AUM$530.4M
Discretionary$530.4M
Non-Disc.$0
Employees16
Clients0
DateDec 2021
Total AUM$418.1M
Discretionary$418.1M
Non-Disc.$0
Employees16
Clients0
DateApr 2021
Total AUM$418.1M
Discretionary$418.1M
Non-Disc.$0
Employees16
Clients0
DateMar 2021
Total AUM$418.1M
Discretionary$418.1M
Non-Disc.$0
Employees16
Clients0
DateNov 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateOct 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateOct 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateJun 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateJun 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateMay 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateApr 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateMar 2020
Total AUM$327.3M
Discretionary$324.8M
Non-Disc.$2.5M
Employees17
Clients0
DateOct 2019
Total AUM$237.5M
Discretionary$235.3M
Non-Disc.$2.2M
Employees14
Clients0
DateJul 2019
Total AUM$237.5M
Discretionary$235.3M
Non-Disc.$2.2M
Employees14
Clients0
DateMar 2019
Total AUM$237.5M
Discretionary$235.3M
Non-Disc.$2.2M
Employees14
Clients0
DateMar 2018
Total AUM$209.7M
Discretionary$207.5M
Non-Disc.$2.1M
Employees14
Clients0
DateMar 2017
Total AUM$130.5M
Discretionary$128.6M
Non-Disc.$1.9M
Employees14
Clients500
DateMar 2017
Total AUM$130.5M
Discretionary$128.6M
Non-Disc.$1.9M
Employees14
Clients500
DateJan 2017
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees14
Clients400
DateSep 2016
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees13
Clients400
DateJun 2016
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees13
Clients400
DateMar 2016
Total AUM$104.3M
Discretionary$102.7M
Non-Disc.$1.6M
Employees14
Clients400
DateJan 2016
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateDec 2015
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateAug 2015
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateJul 2015
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateJun 2015
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateJun 2015
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateMar 2015
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateMar 2015
Total AUM$103.7M
Discretionary$102M
Non-Disc.$1.7M
Employees9
Clients400
DateMay 2012
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees6
Clients200
DateMar 2012
Total AUM$29M
Discretionary$29M
Non-Disc.$0
Employees6
Clients200
DateJul 2011
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$30.2M
Discretionary$30.2M
Non-Disc.$0
Employees10
Clients--