Market Street Wealth Management

Firm record

As recorded in SEC IAPD

Firm CRD

155157

SEC number

801-81172

Firm type

RIA

Assets under management

$837.0M as of Mar 5, 2026

Website

www.marketstreetwealth.net ↗

Phone

(610) 692-3200

Address

999 West Chester Pike, West Chester, PA, 19382

Advisors at this firm

11 in our index · page 1 of 1

• Sarah Louise ClaytonCRD 6445263 · West Chester, PA
  IA RegisteredBroker
• Kelly Livesey DohertyCRD 5155742 · West Chester, PA
  IA RegisteredBroker
• Nathan Ives DanielCRD 7365896 · West Chester, PA
  IA RegisteredBroker
• Matthew Garrett EichertCRD 3084098 · West Chester, PA
  IA RegisteredBroker
• Richard George EliasCRD 5662607 · West Chester, PA
  IA RegisteredBroker
• Kevin Andrew HoltCRD 4198617 · West Chester, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Jeffrey William LeppertCRD 2834622 · West Chester, PA
  IA RegisteredBroker
• Mark MeloroCRD 3261100 · West Chester, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Craig PrickettCRD 7754891 · West Chester, PA
  IA RegisteredBroker
• Andrew Christopher ThriftCRD 6705393 · West Chester, PA
  IA RegisteredBroker
• Troy Bates VogtCRD 4690637 · West Chester, PA
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.