Mainline Private Wealth, LLC

Mainline Private Wealth, LLC (CRD# 159295) is a financial advisory firm headquartered in Wynnewood, PA. They manage $617,381,512 in 640 accounts and serve the financial needs of clients across 16 states (or territories).

By the Numbers
  • Total Assets Under Management
    617
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $964,659
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, CT, DE, FL, GA, IL, KY, NH, NJ, NY, OH, PA, RI, SC, VA

Financial Advisors at Mainline Private Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
John T. Adams
CRD#: 6339922
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096

John Adams (CRD# 6339922) is an Investment Advisor Representative working at Mainline Private Wealth, LLC in Wynnewood, PA and has over 5 years of experience in the finance industry.

2
William A. Landman
CRD#: 4342118
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096

William Landman (CRD# 4342118) is an Investment Advisor Representative working at Mainline Private Wealth, LLC in Wynnewood, PA and has over 18 years of experience in the finance industry.

3
David S. Turbiner
CRD#: 5316506
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096

David Turbiner (CRD# 5316506) is an Investment Advisor Representative working at Mainline Private Wealth, LLC in Wynnewood, PA and has over 6 years of experience in the finance industry.

4
Eric O. Zeltner
CRD#: 6421689
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096

Eric Zeltner (CRD# 6421689) is an Investment Advisor Representative working at Mainline Private Wealth, LLC in Wynnewood, PA and has over 6 years of experience in the finance industry. Eric Zeltner has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Gary P. Droz
CRD#: 1081511
308 E. Lancaster Avenue, Suite 300, Wynnewood, PA 19096

Gary Droz (CRD# 1081511) is an Investment Advisor Representative working at Mainline Private Wealth, LLC in Wynnewood, PA and has over 38 years of experience in the finance industry.

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