{
  "crd_number": 155157,
  "slug": "market-street-wealth-management-west-chester-pa-155157",
  "primary_business_name": "MARKET STREET WEALTH MANAGEMENT",
  "legal_name": "MARKET STREET WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "West Chester",
  "state": "PA",
  "country": "United States",
  "cbsa_code": "37980",
  "metro": {
    "cbsa_code": "37980",
    "common_name": "Philadelphia",
    "msa_name": "Philadelphia-Camden-Wilmington, PA-NJ-DE-MD",
    "path": "/advisors/pa/philadelphia"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-27",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-03-05",
  "carried_forward": false,
  "raum_total": 836983408.0,
  "raum_discretionary": 836983408.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 19,
  "advisory_employees": 10,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 1183600.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 337062483.0,
      "count": 850
    },
    "high_net_worth_individuals": {
      "raum": 498653890.0,
      "count": 202
    },
    "corporations_other_businesses": {
      "raum": 83435.0,
      "count": null,
      "fewer_than_5": true
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CA",
    "DC",
    "DE",
    "FL",
    "IN",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/MarketSt.Wealth",
    "https://linkedin.com/company/market-street-wealth-management",
    "https://marketstreetwealth.net",
    "https://twitter.com/marketst_wealth",
    "https://youtube.com/channel/UCZdm5b7m67jzwCMa9ndpTmw"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155157",
  "city_as_filed": "WEST CHESTER",
  "url": "https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157",
  "display_name": "Market Street Wealth Management",
  "summary": "Market Street Wealth Management is an SEC-registered investment advisory firm in West Chester, PA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated March 5, 2026.",
  "citation": "AdvisorCensus. Market Street Wealth Management (CRD 155157): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Market Street Wealth Management compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Market Street Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other."
    },
    {
      "q": "How much does Market Street Wealth Management charge?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 states: Hourly rate: $200 an hour (financial planning services); Subscription: $50 to $100 a month (planning services directed towards younger investors). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Market Street Wealth Management located?",
      "a": "Market Street Wealth Management's principal office is in West Chester, PA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Market Street Wealth Management registered with the SEC or a state?",
      "a": "Market Street Wealth Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 155157."
    },
    {
      "q": "How much does Market Street Wealth Management manage?",
      "a": "Market Street Wealth Management reports $836,983,408 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary)."
    },
    {
      "q": "How have Market Street Wealth Management's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Market Street Wealth Management: Regulatory assets under management: $418,064,408 in the October 2021 data and $836,983,408 in the October 2026 data, up 100%. Total employees: 16 in October 2021 and 19 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Market Street Wealth Management serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (850); high net worth individuals (202)."
    },
    {
      "q": "Which custodians does Market Street Wealth Management use?",
      "a": "Market Street Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Market Street Wealth Management report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155157"
    },
    {
      "q": "Does Market Street Wealth Management state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated February 25, 2026 says: \"MSWM generally does not impose a minimum size for establishing a relationship.\""
    },
    {
      "q": "What changed in Market Street Wealth Management's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $714,859,960 to $836,983,408 (+17%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 418064408.0,
      "total_employees": 16,
      "filing_date": "2021-04-01"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 530382729.0,
      "total_employees": 16,
      "filing_date": "2022-03-24"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 481260821.0,
      "total_employees": 16,
      "filing_date": "2023-04-10"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 589151971.0,
      "total_employees": 16,
      "filing_date": "2024-04-16"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 714859960.0,
      "total_employees": 19,
      "filing_date": "2025-03-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 836983408.0,
      "total_employees": 19,
      "filing_date": "2026-03-05"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $714,859,960 to $836,983,408 (+17%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 25, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Hourly rate: $200 an hour (financial planning services)",
      "Subscription: $50 to $100 a month (planning services directed towards younger investors)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "MSWM generally does not impose a minimum size for establishing a relationship."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $200 an hour (financial planning services)"
        ],
        "quotes": [
          "MSWM offers financial planning services at an hourly rate of up to $200 per hour or based on a fixed engagement fee of up to $10,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $50 to $100 a month (planning services directed towards younger investors)"
        ],
        "quotes": [
          "With respect to MSWM’s planning services directed towards younger investors, MSWM will provide such services for a fixed monthly fee, billed directly to the client. The monthly fee ranges from $50 to $100 per month"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "hourly",
          "amount": 200.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        },
        {
          "kind": "subscription",
          "amount": null,
          "min": 50.0,
          "max": 100.0,
          "period": "monthly",
          "service": "planning services directed towards younger investors"
        }
      ]
    },
    "quotes": [
      "MSWM generally does not impose a minimum size for establishing a relationship.",
      "MSWM offers financial planning services at an hourly rate of up to $200 per hour or based on a fixed engagement fee of up to $10,000.",
      "With respect to MSWM’s planning services directed towards younger investors, MSWM will provide such services for a fixed monthly fee, billed directly to the client. The monthly fee ranges from $50 to $100 per month"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 850,
      "fewer_than_5": false,
      "raum": 337062483.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 202,
      "fewer_than_5": false,
      "raum": 498653890.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 1183600.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": true,
      "raum": 83435.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/155157",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}