Market Street Wealth Management

Market Street Wealth Management (CRD# 155157) is a financial advisory firm headquartered in West Chester, PA. They manage $104,275,205 in 960 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    960
    ACCOUNTS
  • Average Account Value
    $108,620
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

DE, NC, NJ, PA, TX, VA

Financial Advisors at Market Street Wealth Management
Showing 1 - 8 of 8 top financial advisors.
1
Matthew G. Eichert
CRD#: 3084098
999 West Chester Pike, Suite 202, West Chester, PA 19382
96
Wealthminder
score

Matthew Eichert (CRD# 3084098) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 18 years of experience in the finance industry.

2
Troy B. Vogt
CRD#: 4690637
999 West Chester Pike, Suite 202, West Chester, PA 19382
96
Wealthminder
score

Troy Vogt (CRD# 4690637) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 7 years of experience in the finance industry. Troy Vogt 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.

3
Kelly L. Doherty
CRD#: 5155742
999 West Chester Pike, Suite 202, West Chester, PA 19382
93
Wealthminder
score

Kelly Doherty (CRD# 5155742) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 10 years of experience in the finance industry.

4
Jeffrey W. Leppert
CRD#: 2834622
999 West Chester Pike, Suite 202, West Chester, PA 19382
93
Wealthminder
score

Jeffrey Leppert (CRD# 2834622) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 20 years of experience in the finance industry.

5
Charles Meloro
CRD#: 3026679
999 West Chester Pike, Suite 202, West Chester, PA 19382
93
Wealthminder
score

Charles Meloro (CRD# 3026679) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 19 years of experience in the finance industry.

6
Mark Meloro
CRD#: 3261100
999 West Chester Pike, Suite 202, West Chester, PA 19382
93
Wealthminder
score

Mark Meloro (CRD# 3261100) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 18 years of experience in the finance industry.

7
Kevin A. Holt
CRD#: 4198617
999 West Chester Pike, Suite 202, West Chester, PA 19382
86
Wealthminder
score

Kevin Holt (CRD# 4198617) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 17 years of experience in the finance industry. Kevin Holt 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.

8
Matthew D. Dodge
CRD#: 6374048
999 West Chester Pike, Suite 202, West Chester, PA 19382
68
Wealthminder
score

Matthew Dodge (CRD# 6374048) is an Investment Advisor Representative working at Market Street Wealth Management in West Chester, PA and has over 3 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.