United States · What does Market Street Wealth Management Advisors invest in?
Market Street Wealth Management Advisors says it invests in Asset Management, Retirement and Wealth Management.
What they do
- Type
- Investment firm (from a list, unverified)
- Cheque size
- Not stated
- Sectors
- Asset ManagementRetirementWealth Management
- Based in
- Indianapolis, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration6 named
ARAaron Randel Paul WilliamsSenior Financial PlanneriForm ADV
JLJessica Lynn BokhartSenior Financial Planner/Managing PartneriForm ADV
KJKatie Jo FischerChief Compliance Officer/Senior Financial PlanneriForm ADV
KJKevin Jay ErvinSenior Financial PlanneriForm ADV
KBKyle B ThompsonSenior Financial PlanneriForm ADV
PKPatrick Kyle RobertsSenior Investment AdvisoriForm ADV
We also hold 6 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$776Massets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Market Street Wealth Management Advisors, LLC
- SEC number
- CRD 122212
What they claim to have backed
From their own portfolio page (on their website)
1 of 7 we have independently watched raise
KTradeCFPClient PortalNapfaRightCapitalThe Standardmarket street
Weaker than a round we watched, stronger than a list somebody sold us. A firm is far less willing to put a company on its own site that it never funded.