DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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SEC-registered adviser

M••••• S••••• W••••• M•••••••••

Independent wealth managerWest Chester, PennsylvaniaCRD 155157SEC 801-81172website IAPD

Legal name M••••• S••••• W••••• M••••••••• L••

Latest filing Mar 5, 2026

First filing on the tape Mar 8, 2012 · 46 filings

SEC status approved since Mar 27, 2015

RAUM

$837M

reported, Item 5.F

Discretionary

100%

of RAUM

Private clients

100%

$836M individuals and HNW

Advisors

registered through the firm on IAPD

RAUM per advisor

$69.7M

derived; firm RAUM over IAPD count

Employees

10 advisory (5.B.1)

Offices

beyond the principal office

Private funds

reported on Schedule D

History

46 filings and snapshots on the tape

RAUM$837M as of Mar 5, 2026

Mar 8, 2012$29.0M then

HNW client RAUM$499M as of Mar 5, 2026

Mar 14, 2018$76.2M then

State-registered IARs (5.B.3)12 as of Mar 5, 2026

Mar 8, 20120 then

Employees (5.A)19 as of Mar 5, 2026

Mar 29, 201614 then

Private funds: no history

RAUM +17% over the last fiscal year+20% a year over threeIARs 11 to 12offices 3 to 6

Practice profile

derived from the filing of Mar 5, 2026; every figure names its basis

Archetypes, each a printed rule

HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
Planning-led practice · financial planning activity (5.G.1), at least 100 financial planning clients (5.H), and hourly, fixed or subscription compensation (5.E)

RAUM per advisor: $69.7MderivedRAUM over IAPD advisors; not a book size
Clients per advisor: 88derivedindividual and HNW clients (5.D) over advisors
Average HNW client: $2.5MderivedHNW RAUM over HNW clients
Average account: $308,054derivedRAUM over accounts (5.F.2.f)
Discretionary: 100%derivedof RAUM
Institutional: 0.1%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor: 1.6derivedItem 5.A over advisors
Advisors per office: 1.7derived7 offices incl. principal (1.F.5)
RAUM growth, one year: +17%derivedbetween the last two annual amendments
Advisor growth, one year: +9.1%derivedItem 5.B.3 between annual amendments
Client growth, one year: -29%derived
Compensation: percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities: financial planning, portfolio management for individuals, pension consulting, selection of other advisersreportedItem 5.G
Financial planning clients: 1,057reportedItem 5.H
Ownership: no PE, bank or public-company owner found on Schedule Aderived
Advisor book size: not public; not estimatedreported

Also answered yes on Form ADV

buys or sells securities as principal to or from clients (8.A.2)
has discretionary authority over which securities are bought or sold (8.C.1)
receives research or other products from a broker-dealer, soft dollars (8.E)

Where the RAUM sits

Form ADV Item 5.D, latest filing

High-net-worth individuals$499M60%
Individuals$337M40%
Charitable organizations$1.2M0.1%
Corporations and businesses$83,4350.0%

Individual clients: 850reported
HNW clients: 202reported
Pension plan clients: n/areported
Charitable clients: n/areported
Accounts: 2,717reported
Financial planning clients: 1,057reported
Wrap fee programs: noreported
Custody of client assets: noreported
Compensation: % of AUM, fixed, hourlyreported
Class basis: private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=11.0derived

Advisors registered through the firm

12 on IAPD today, longest tenure first

Name	Branch	Here since	In industry	Prior firms
M••• M•••••	West Chester, Pa	Nov 18, 2010	27 y	2
M•••••• G•••••• E••••••Chartered Financial Consultant	West Chester, Pa	Jan 3, 2011	27 y	0
T••• B•••• V•••Certified Financial Planner	West Chester, Pa	Jan 3, 2011	16 y	0
J•••••• W•••••• L••••••	West Chester, Pa	Jan 4, 2011	29 y	0
K•••• A••••• H•••Certified Financial Planner	Glen Mills, Pa	Jan 4, 2011	26 y	2
K•••• L•••••• D••••••	West Chester, Pa	Oct 19, 2012	19 y	1
A••••• C••••••••• T•••••Certified Financial Planner	West Chester, Pa	Jan 3, 2017	21 y	0
S•••• L••••• C••••••	West Chester, Pa	Oct 28, 2019	11 y	0
R•••••• G••••• E••••Certified Financial Planner	West Chester, Pa	May 2, 2022	17 y	3
J••• C•••• P•••••••	Glen Mills, Pa	Jan 23, 2024	11 y	0
N••••• I••• D•••••	West Chester, Pa	Oct 21, 2025	10 y	1
M•••••• J••••• M•••••	West Chester, Pa	Aug 31, 2026	10 y	0

Advisor movement

0 left, 1 joined in 12 months

net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months

Left, latest

K•••• A•••••• C•••••• to L••• S•••• I••••••••• L••
Aug 5, 2020 · RIA to a state-registered adviser
J•••••• M•••••• K•••• to W••••••• F•••••••• S•••••••• I•••
Jun 3, 2016 · Other
P••• R•••••• M••••• to A••••••••• F•••••••• S•••••••• L••
Jan 16, 2014 · Other
M••••• T••••• H••••••• to T•• W•••••• A••••••• G••••• L••
Nov 28, 2012 · Other

Joined, latest

N••••• I••• D••••• from V••••••• A•••••••• I•••
Oct 21, 2025 · Affiliated broker-dealer or bank to independent RIA
R•••••• G••••• E•••• from R•••••• • A•••••••••
May 2, 2022 · RIA to RIA
K•••• A•••••• C•••••• from B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••
Mar 18, 2020 · Other
P••• R•••••• M••••• from O•••• F•• I•••
May 2, 2013 · Other
K•••• L•••••• D•••••• from A••••••••• F•••••••• S•••••••• L••
Oct 19, 2012 · Other
K•••• A••••• H••• from P•••••••• S••••••••• I•••
Jan 4, 2011 · Other
M••••• T••••• H••••••• from U•• F•••••••• S••••••••• L••
Jan 3, 2011 · Other
J•••••• M•••••• K•••• from U•• F•••••••• S••••••••• L••
Jan 3, 2011 · Other
M••• M••••• from P•••••••• S••••••••• I•••
Nov 18, 2010 · Other

Every departure Every arrival

Private funds

No private fund reported.

Owners and control persons

Schedule A and B, latest filing

H•••• K••••• A••••• · Managing Member/Ccocontrol
since 09/2010 · owns less than 5%
L••••••• J••••••• W•••••• · Managing Membercontrol
since 09/2010 · owns less than 5%
M•••••• M••• · Managing Membercontrol
since 09/2010 · owns less than 5%
H•••• K••••• A••••• · Membercontrol
since 03/2003 · owns 25% to 50% of M••••• S••••• F•••••••• G••••• L••
L••••••• J••••••• W•••••• · Membercontrol
since 03/2003 · owns 25% to 50% of M••••• S••••• F•••••••• G••••• L••
M•••••• M••• · Membercontrol
since 09/2009 · owns 25% to 50% of M••••• S••••• F•••••••• G••••• L••

Entity owners

M••••• S••••• F•••••••• G••••• L•• · Owner
direct · owns 75% or more

Related persons

Schedule D 7.A

M••••• S••••• F•••••••• G•••• L••
real estaten
M••••• S••••• I•••••••• S•••••••• L••
real estaten
M••••• S••••• T•• S••••••
insurancen

Office movement

IAPD branch city; joins and departures in 12 months

Office	Advisors	Joined	Left	Teams out	Forming
West Chester, Pa · principal	12	2	0
Glen Mills, Pa	2	0	0

Offices

Schedule D 1.F, the 25 largest

Morehead City, NC1 employees
Plymouth Meeting, PA1 employees
Radnor, PA1 employees
, 1 employees

ADV anomalies

2 against comparable advisers; where to look, not conclusions

clients down average size upCombination · filing Mar 5, 2026
private clients fell 20 percent or more while RAUM per client rose 30 percent or more: a move up-m••••• or the departure of small accounts. RAUM $714,859,960 to $836,983,408, advisors 11 to 12, private clients 1487 to 1052, offices 3 to 6 (2025-03-25 to 2026-03-05)
peers: independent wealth managers, $500M to $1B (1,482)
office count surgeChange between filings · filing Mar 5, 2026
offices other than the p•••••••• office (Item 1.F.5) moved from 3.0 to 6.0 (+100.0%) between the annual amendments of 2025-03-25 and 2026-03-05; the peer median change was 0.0% (233 comparable advisers, 97.0th percentile of changes)
peers: independent wealth managers, $500M to $1B (233) · 97% percentile

How anomalies are measured

What changed

consecutive filings, newest first

Accounts · 2,604 to 2,717
Nov 6, 2025 to Feb 25, 2026
BD registered reps · 9 to 11
Nov 6, 2025 to Feb 25, 2026
Charity clients · 3.0 to unset
Nov 6, 2025 to Feb 25, 2026
Corporate clients · 2.0 to unset
Nov 6, 2025 to Feb 25, 2026
HNW clients · 232 to 202
Nov 6, 2025 to Feb 25, 2026
Individual clients · 1,255 to 850
Nov 6, 2025 to Feb 25, 2026
State-registered IARs · 11 to 12
Nov 6, 2025 to Feb 25, 2026
Other offices · 5 to 6
Nov 6, 2025 to Feb 25, 2026
Discretionary RAUM · $715M to $837M
Nov 6, 2025 to Feb 25, 2026
HNW RAUM · $349M to $499M
Nov 6, 2025 to Feb 25, 2026
Individual RAUM · $365M to $337M
Nov 6, 2025 to Feb 25, 2026
RAUM · $715M to $837M
Nov 6, 2025 to Feb 25, 2026
Other offices · 3 to 5
Mar 25, 2025 to Nov 6, 2025
Accounts · 2,376 to 2,604
Dec 4, 2024 to Mar 25, 2025
Advisory employees · 11 to 10
Dec 4, 2024 to Mar 25, 2025
BD registered reps · 11 to 9
Dec 4, 2024 to Mar 25, 2025
Charity clients · unset to 3.0
Dec 4, 2024 to Mar 25, 2025
Corporate clients · unset to 2.0
Dec 4, 2024 to Mar 25, 2025
HNW clients · 149 to 232
Dec 4, 2024 to Mar 25, 2025
Individual clients · 805 to 1,255
Dec 4, 2024 to Mar 25, 2025
Employees · 16 to 19
Dec 4, 2024 to Mar 25, 2025
Financial planning clients · 251-500 to More than 500
Dec 4, 2024 to Mar 25, 2025
Other offices · 4 to 3
Dec 4, 2024 to Mar 25, 2025
Discretionary RAUM · $589M to $715M
Dec 4, 2024 to Mar 25, 2025
HNW RAUM · $322M to $349M
Dec 4, 2024 to Mar 25, 2025
Individual RAUM · $267M to $365M
Dec 4, 2024 to Mar 25, 2025
RAUM · $589M to $715M
Dec 4, 2024 to Mar 25, 2025
Accounts · 2,271 to 2,376
Apr 10, 2023 to Mar 22, 2024
HNW clients · 97 to 149
Apr 10, 2023 to Mar 22, 2024
Individual clients · 800 to 805
Apr 10, 2023 to Mar 22, 2024
Financial planning clients · More than 500 to 251-500
Apr 10, 2023 to Mar 22, 2024
Other offices · 3 to 4
Apr 10, 2023 to Mar 22, 2024
Discretionary RAUM · $481M to $589M
Apr 10, 2023 to Mar 22, 2024
HNW RAUM · $221M to $322M
Apr 10, 2023 to Mar 22, 2024
Individual RAUM · $258M to $267M
Apr 10, 2023 to Mar 22, 2024
RAUM · $481M to $589M
Apr 10, 2023 to Mar 22, 2024
Accounts · 2,171 to 2,271
Dec 2, 2022 to Mar 21, 2023
Advisory employees · 10 to 11
Dec 2, 2022 to Mar 21, 2023
BD registered reps · 10 to 11
Dec 2, 2022 to Mar 21, 2023
HNW clients · 118 to 97
Dec 2, 2022 to Mar 21, 2023

Signals

2 dated events

M••••• S••••• W••••• M••••••••• reported RAUM $530.4M, up 27% from $418.1M (2021-12-15 to 2022-03-22)
Mar 22, 2022 · RAUM change · derived
M••••• S••••• W••••• M••••••••• filed its initial SEC registration (Form ADV)
Mar 16, 2015 · First SEC registration · fact

Across DFX

shared identifiers only, never a name match

No identifier-backed link to the venture, private equity, family office or sponsor graphs.

How to reach

public business contact points only, each with its source

Business email: info@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: jv•••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: kduffy@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: maxm•••••@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: mfallis@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: nferrara@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: rmontanaro@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: sdoerr@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: sorlando@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business email: csilvesti@m•••••••••.netreportedpublished by the firm, firm site, Sep 15, 2026
Business phone: 610-692-3200reportedpublished by the firm, firm site, Sep 15, 2026
Firm profile: linkedin.com/company/market-street-wealth-managementreportedpublic record, Form ADV, Sep 18, 2026

Provenance

Form ADV: SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
Advisors: IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
Class: Independent wealth managerderiveda rule over Items 5.D and 7.A
RAUM per advisor: $69.7Mderivedfirm RAUM over the IAPD count; not a book size
Loaded: Sep 14, 2026