Overview
Assets Under Management: $123 million
High-Net-Worth Clients: 41
Average Client Assets: $2.4 million
Frequently Asked Questions
MAIN LINE GROUP WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #150964), MAIN LINE GROUP WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
MAIN LINE GROUP WEALTH MANAGEMENT, LLC serves 41 high-net-worth clients according to their SEC filing dated March 31, 2026. View client details ↓
According to their SEC Form ADV, MAIN LINE GROUP WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and selection of other advisors. View all service details ↓
MAIN LINE GROUP WEALTH MANAGEMENT, LLC manages $123 million in client assets according to their SEC filing dated March 31, 2026.
According to their SEC Form ADV, MAIN LINE GROUP WEALTH MANAGEMENT, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.77%
Average Client Assets: $2.4 million
Total Client Accounts: 284
Discretionary Accounts: 282
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 150964
Filing ID: 2087056
Last Filing Date: 2026-03-31 17:09:57