MAIN STREET WEALTH MANAGEMENT, LLC

MAIN STREET WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 301185). Regulatory assets under management: $13.5M.

Registration

• CRD: 301185
• Type: Registered investment adviser
• Phone: 315-516-8052
• Latest filing: 2025-06-12
• Regulatory AUM: $13.5M
• Discretionary AUM: $13.5M
• Clients: 1
• Accounts: 60

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 301185 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search