Market Street Wealth Management LLC
Legal Name: MARKET STREET WEALTH MANAGEMENT, LLC
999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA
Full Contact Details
Other Info
Market Street Wealth Management LLC is legally known as MARKET STREET WEALTH MANAGEMENT, LLC. It is a PA Limited Liability Company. This firm has 14 employees, of which 10 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Mar 27, 2015.
Direct Owners
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JEFFREY WILLIAM LEPPERT
MANAGING MEMBER owns less than 5%
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KEVIN ANDREW HOLT
MANAGING MEMBER/CCO owns less than 5%
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MARK MELORO
MANAGING MEMBER owns less than 5%
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MARKET STREET FINANCIAL GROUP, LLC
OWNER owns 75% or more