Main Line Group Wealth Management, LLC

RIASEC Registered

Total AUM

$123M

Discretionary

$122M

100% of AUM

Avg account

$431K

Accounts

284

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 150964
Registered since: April 25, 2022
Website: www.mlgwm.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI81.77%
Individuals11.24%
Pooled Investment Vehicles6.99%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Main Line Group Wealth Management, LLC is an independent, SEC‑registered investment adviser organized as an LLC and registered in 2022. The firm serves both individual and family clients as well as institutional clients, and bills through a mix of percentage‑of‑assets, hourly, fixed, and performance‑based fee arrangements. It provides comprehensive advisory services including financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and the selection of other advisers. The firm describes itself as a capital allocator and takes active roles as sponsor, general partner, or managing member of pooled vehicles. It also identifies as an active ESG investor.