CRD: 155157
Market Street Wealth Management
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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-18-2010
- Office Locations
- 1
Office Locations
About Market Street Wealth Management
Market Street Wealth Management is a planning-led RIA serving individuals and families focused on simplifying finances and preparing for retirement. The firm pairs investment management with “single-stop” planning support spanning tax strategy, Medicare insurance planning, and personal lines (home/auto) coordination. Custody includes Schwab and Fidelity, with a tech stack that supports ongoing advice delivery.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEVIN ANDREW HOLT
Chief Compliance Officer, Managing Member
- CRD
- #4198617
- Ownership
- Less than 5%
JEFFREY WILLIAM LEPPERT
Managing Member
- CRD
- #2834622
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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SARAH LOUISE CLAYTON
Business Coordinator
- CRD
- #6445263
Nathan Ives Daniel
Financial Advisor, CFP®
- CRD
- #7365896
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $836,983,408 | $308,054 |
| Non-Discretionary | $0 | -- |
| Total | $836,983,408 | $308,054 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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