Market Street Wealth Management, Llc
- Regulatory AUM
- $837M
- Discretionary
- $837M
- Clients
- 1,052
- Avg AUM / client
- $796K
- Accounts
- 2,717
- Employees
- 19
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 850 | $337M | 40.3% |
| High net worth individuals | 202 | $499M | 59.6% |
| Charitable organizations | Fewer than 5 clients | $1.2M | 0.14% |
| Corporations and other businesses | Fewer than 5 clients | $83.4K | 0.01% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jeffrey William Leppert | Managing Member | Mar 2003 (23y) | ≈ 18.75% – 50% via Market Street Financial Group, Llc | |
| Kevin Andrew Holt | Managing Member/Cco | CFP | Mar 2003 (23y) | ≈ 18.75% – 50% via Market Street Financial Group, Llc |
| Mark Meloro | Managing Member | Sep 2009 (17y) | ≈ 18.75% – 50% via Market Street Financial Group, Llc | |
| Matthew Garrett Eichert | Registered representative | Chartered Financial Consultant | Jan 2011 (16y) | |
| Troy Bates Vogt | Registered representative | CFP | Jan 2011 (16y) | |
| Kelly Livesey Doherty | Registered representative | Oct 2012 (14y) | ||
| Andrew Christopher Thrift | Registered representative | CFP | Jan 2017 (10y) | |
| Sarah Louise Clayton | Registered representative | Oct 2019 (7y) | ||
| Richard George Elias | Registered representative | CFP | May 2022 (4y) | |
| John Craig Prickett | Registered representative | Jan 2024 (3y) | ||
| Nathan Ives Daniel | Registered representative | Oct 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Market Street Financial Group, Llc | Owner | Sep 2010 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Jeffrey William Leppert: 25% – 50% of Market Street Financial Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Kevin Andrew Holt: 25% – 50% of Market Street Financial Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
- Mark Meloro: 25% – 50% of Market Street Financial Group, Llc × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/05/2026 | 1.07 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PAYMENT FOR CLIENT REFERRALS
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Fidelity Brokerage Services $837M (100% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 05, 2026.
View current Form ADV (SEC/IAPD) ↗