Market Street Wealth Management

Overview

Market Street Wealth Management is an SEC registered investment adviser based in West Chester, PA, registered since 2015. It reports $837M in assets under management across 2,717 accounts, with 19 employees. It has 12 investment adviser representatives.

Reported AUM

$837M

Discretionary

100%

Accounts

2,717

Average account

$308K

Employees

19

Advisory reps

12

Registered since

2015

Jurisdictions

16

As reported in the firm's March 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 3 of 3

• Jeffrey William Leppert Managing Member CRD 2834622
• Kevin Andrew Holt Managing Member, Chief Compliance Officer CRD 4198617
• Mark Meloro Managing Member CRD 3261100

Advisory reps 3 of 12

• Sarah Louise Clayton Registered Rep · Investment Adviser Rep CRD 6445263
• Nathan Ives Daniel Registered Rep · Investment Adviser Rep CRD 7365896
• Kelly Livesey Doherty Insurance Agent · Registered Rep · Investment Adviser Rep CRD 5155742

9 more advisory reps, with emails, phones and branch locations

Location

Headquarters

999 W Chester Pike Ste 202
West Chester, PA 19382

County

Chester

Metro area

Philadelphia-Camden-Wilmington, PA-NJ-DE-MD

Region

Northeast

Registrations

• SEC registered
• Registered in 16 jurisdictions
• Website: marketstreetwealth.net

Every state, with registration dates

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