CRD: 122212
Market Street Wealth Management Advisors, LLC
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- Custodian
- Charles Schwab & Company · TD Ameritrade · Vanguard
- Clients
- Retail and Institutional
- Platforms
- Atlas crestBeacon +more
- Established Date
- 02-08-2000
- Office Locations
- 3
Office Locations
About Market Street Wealth Management Advisors, LLC
Market Street Wealth Management Advisors is a fee-only firm delivering comprehensive wealth management, combining personalized financial planning with ongoing portfolio oversight and continuous fund monitoring. It serves individuals and families, with specialized support for business owners through customized business retirement plans and for young professionals via its Foundations program. Client assets are custodied primarily at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JESSICA LYNN BOKHART
Financial Planner, SENIOR FINANCIAL PLANNER
- CRD
- #6415561
- Ownership
- 25% but less than 50%
KYLE B THOMPSON
Financial Planner, SENIOR FINANCIAL PLANNER
- CRD
- #5824882
- Ownership
- 25% but less than 50%
Legacy element
Crest frontier capital
- CRD
- #81920
- Ownership
- 4.7%
Showing 2 of 7 owners & executives
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ADRIANE DALE KULCZAR
Financial Planner
- CRD
- #6933860
DOUGLAS ROBERT ONEILL
--
- CRD
- #5583987
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $769,275,841 | $468,499 |
| Non-Discretionary | $6,721,207 | $131,788 |
| Total | $775,997,048 | $458,356 |
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Separately Managed Accounts
Total SMA Asset: $775,997,048
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,488,213,932 | 21.6% |
| Equity - Exchange | $3,575,847,364 | 51.9% |
| Cash | $1,825,818,019 | 26.5% |
| Total | $6,889,879,315 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| GLACIER PIONEER | FUSION GLACIER | 52H4B7EZ9 | TUBX | 9.75% | $29,788,272 |
| WAVE FRONTIER NORTH | ZENITH RIDGE | M356TSYJG | VHRL | 9.65% | $92,478,426 |
| EAGLE FOCUS GLACIER | PIONEER FUSION | 4HH2XW6L5 | HHSLI | 11.68% | $90,018,635 |
| CAPITAL PATHWAY | QUANTUM LEGACY | RI9JNYEYA | SMMJT | 12.03% | $31,052,782 |
| GLACIER VALUE | PATHWAY SUMMIT | EIZ9C9XBY | NJSM | 10.78% | $80,023,304 |
| ATLAS INSIGHT ATLAS | RADIAL OPTIMA | ZEI7UYCSI | WZB | 0.69% | $93,759,454 |
| OAK CATALYST | ALPHA VECTOR | NODT4IT1I | HFQIX | 5.97% | $31,858,650 |
| FOCUS PATHWAY | VITAL SUMMIT | 4L447QLM5 | CKRVB | 11.71% | $105,602,924 |