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Senior Financial Planner · Market Street Wealth Management Advisors, LLC

Aaron R. Williams

CRD 6774642 · Named on Form ADV at one SEC-registered adviser

At a glance

Market Street Wealth Management Advisors, LLC, an SEC-registered wealth manager based in Indianapolis, IN with $776 million in regulatory assets, lists Aaron R. Williams on its Form ADV as Senior Financial Planner, a control person.

Firms and roles

AtlasMembers

Aaron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

  • Kevin J. ErvinSenior Financial Planner, Market Street Wealth Management Advisors, LLC
  • Jessica L. BokhartSenior Financial Planner, Market Street Wealth Management Advisors, LLC
  • Kyle B ThompsonSenior Financial Planner, Market Street Wealth Management Advisors, LLC
  • Katie J. FischerChief Compliance Officer/senior Financial Planner, Market Street Wealth Management Advisors, LLC
  • Patrick K. RobertsManaging Partner, Market Street Wealth Management Advisors, LLC

1 more person named with Aaron on the same filings, with titles and firms. Free in Atlas with a free account.

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Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.