Market Street Wealth Management LLC
Legal Name: MARKET STREET WEALTH MANAGEMENT, LLC
Full Contact Details
Market Street Wealth Management LLC
999 WEST CHESTER PIKE, SUITE 202, WEST CHESTER, PA
(610) 692-3200
(610) 692-3822
Other Info
Market Street Wealth Management LLC is a Pennsylvania-based Limited Liability Company with 14 employees, out of which 10 serve as financial advisors. Their exact client count is unknown. The firm is registered with the U.S. Securities and Exchange Commission and was last approved on March 27, 2015.
Retirement Planning Financial Advisor in West Chester PA
Market Street Wealth Management specializes in helping retirees maximize their retirement income while minimizing inflation, taxes and market volatility.
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