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Managing Member · Market Street Wealth Management

Jeffrey W. Leppert

CRD 2834622 · Named on Form ADV at one SEC-registered adviser

At a glance

Market Street Wealth Management, an SEC-registered wealth manager based in West Chester, PA with $837 million in regulatory assets, lists Jeffrey W. Leppert on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Jeffrey’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
Locked
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

  • Mark MeloroManaging Member, Market Street Wealth Management
  • Kevin A. HoltManaging Member/cco, Market Street Wealth Management

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