MARKET STREET WEALTH MANAGEMENT, LLC of WEST CHESTER, PA is an SEC-registered investment adviser (CRD 155157). Regulatory assets under management: $837.0M.
Compensation: % of AUM, Hourly, Fixed, Other.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Mark Meloro | MANAGING MEMBER; MEMBER | — |
| Kevin Andrew Holt | MANAGING MEMBER/CCO; MEMBER | — |
| Jeffrey William Leppert | MANAGING MEMBER; MEMBER | — |
| MELORO MARK | MANAGING MEMBER; MANAGING MEMBER/CCO; MEMBER | — |
| HOLT KEVIN ANDREW | MANAGING MEMBER; MANAGING MEMBER/CCO; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| LEPPERT JEFFREY WILLIAM | MANAGING MEMBER; MEMBER | — |
| LUKE KELLY L | CHIEF COMPLIANCE OFFICER | — |
| City | State | Employees | Phone |
|---|---|---|---|
| RADNOR | PA | 1 | 877-692-3200 |
| PLYMOUTH MEETING | PA | 1 | 877-692-3200 |
| BEAUFORT | NC | 1 | (610) 692-3200 |
| — | — | 1 | (610) 692-3200 |
| — | — | 1 | (610) 692-3200 |
| — | — | 1 | (610) 692-3200 |
| RADNOR | PA | 1 | 877-692-3200 |
| PLYMOUTH MEETING | PA | 1 | 877-692-3200 |
| BEAUFORT | NC | 1 | (610) 692-3200 |
| — | — | 1 | (610) 692-3200 |
| — | — | 1 | (610) 692-3200 |
| — | — | 1 | (610) 692-3200 |