# MARKET STREET WEALTH MANAGEMENT, LLC

MARKET STREET WEALTH MANAGEMENT, LLC of WEST CHESTER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 155157
- Type: SEC-registered investment adviser
- SEC file number: 801-81172
- Location: 999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA, 19382
- Phone: (610) 692-3200
- Latest filing: 2026-03-05
- Regulatory AUM: $837.0M
- Discretionary AUM: $837.0M
- Clients: 19
- Accounts: 2,717

## Business model

- Compensation: % of AUM, Hourly, Fixed, Other
- Clients served: Individuals, High net worth, Pensions, Charities

## Officers, owners & control persons (7)

| 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 | — |


## Branch offices (12)

| 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 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155157/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155157/similar
- Related entities: https://search.stillhousedata.com/firm/155157/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155157

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.