RIA Intel›Advisers›New York›MAIN STREET WEALTH MANAGEMENT, LLC

MAIN STREET WEALTH MANAGEMENT, LLC

Advisory

NY

Data as of Jun 12, 2025 · Source: SEC Form ADV

Rank in NY

#5,183

of 5,722 advisers by AUM

Average account

$225K

across 60 accounts

AUM per adviser

$14M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 12, 2025.

Total AUM

$14M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$14M

Discretionary AUM$14M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNY

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

26 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in NY

Closest by assets under management. All figures from Form ADV.

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$13M

PROTOSTAR PARTNERS LLC

$13M

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