Mark Meloro

Market Street Wealth Management

26 Years of Experience

1 DisclosureBrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth

Market Street Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

12 advisors

Number of Clients

1,492 clients

Average Client Portfolio

$479K average

Assets Under Management

$714.9M

Fee Structure

Location

999 West Chester Pike, Suite 202, West Chester, PA, 19382

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History

Regulatory History (1)

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Customer Dispute

June 2025

Pending

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Mark is involved in several businesses including fee-based investment management and planning, tax preparation, and insurance sales and service. He also uses DM3 Consulting LLC for accounting and expense payments.