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Managing Partner · Market Street Wealth Management Advisors, LLC

Patrick K. Roberts

CRD 6359909 · 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 Patrick K. Roberts on its Form ADV as Managing Partner, a control person.

Firms and roles

AtlasMembers

Patrick’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
  • Aaron R. WilliamsSenior Financial Planner, Market Street Wealth Management Advisors, LLC

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

See all 6 free

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