# Market Street Wealth Management

> 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.

- CRD: 155157
- Filed as: MARKET STREET WEALTH MANAGEMENT
- Legal name: Market Street Wealth Management, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Chester, PA
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155157
- AdvisorCensus page: https://advisorcensus.com/firm/market-street-wealth-management-west-chester-pa-155157

## Quick answers

**How is Market Street Wealth Management compensated?**
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.

**How much does Market Street Wealth Management charge?**
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.

**Where is Market Street Wealth Management located?**
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).

**Is Market Street Wealth Management registered with the SEC or a state?**
Market Street Wealth Management is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 155157.

**How much does Market Street Wealth Management manage?**
Market Street Wealth Management reports $836,983,408 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (100% discretionary).

**How have Market Street Wealth Management's assets and staff changed since 2021?**
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.

**What types of clients does Market Street Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (850); high net worth individuals (202).

**Which custodians does Market Street Wealth Management use?**
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.

**Does Market Street Wealth Management report any disciplinary disclosures?**
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

**Does Market Street Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated February 25, 2026 says: "MSWM generally does not impose a minimum size for establishing a relationship."

**What changed in Market Street Wealth Management's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $714,859,960 to $836,983,408 (+17%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Fees and minimums (Form ADV Part 2A brochure dated February 25, 2026)

- Account minimum: None

> MSWM generally does not impose a minimum size for establishing a relationship.

- Hourly rate: $200 an hour (financial planning services)

> 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.

- Subscription: $50 to $100 a month (planning services directed towards younger investors)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $836,983,408
- Discretionary: $836,983,408
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 850 | $337,062,483 |
| High net worth individuals | 202 | $498,653,890 |
| Charitable organizations | Fewer than 5 | $1,183,600 |
| Corporations or other businesses not listed above | Fewer than 5 | $83,435 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2015 (11 years)
- Employees: 19 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, DC, DE, FL, IN, MD, NC, NH, NJ, NY, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Beaufort, NC
- Plymouth Meeting, PA
- Radnor, PA

### Websites listed on Form ADV (Item 1.I)
- marketstreetwealth.net
- Facebook @MarketSt.Wealth
- LinkedIn @market-street-wealth-management
- X @marketst_wealth
- YouTube @UCZdm5b7m67jzwCMa9ndpTmw

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $418,064,408 | 16 | April 1, 2021 |
| October 2022 | $530,382,729 | 16 | March 24, 2022 |
| October 2023 | $481,260,821 | 16 | April 10, 2023 |
| October 2024 | $589,151,971 | 16 | April 16, 2024 |
| October 2025 | $714,859,960 | 19 | March 25, 2025 |
| October 2026 | $836,983,408 | 19 | March 5, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $714,859,960 to $836,983,408 (+17%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Market Street Wealth Management (CRD 155157): Form ADV filing data as of October 2026.