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MAIN LINE GROUP WEALTH MANAGEMENT, LLC
CRD 150964 · SEC 801-124756
NJ, United States
Phone
610-828-8288
Fax
610-643-3047
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$122.5M
Discretionary AUM
$122.5M
Team
3 total employees; 1 advisory reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 19 | $13.8M |
| High net worth individuals | 41 | $100.2M |
| Pooled investment vehicles | 2 | $8.6M |
States served
NJ, PA, UT
All web addresses on file
Official SEC filing: View on IAPD