Main Line Group Wealth Management, LLC
Main Line Group Wealth Management, LLC is an SEC-registered wealth manager with $122.5M assets under management (AUM, regulatory AUM), +10% over one year. See who owns Main Line Group Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 150964, SEC 801-124756, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $122.5M (2026-03-31)
- Firm type
- Wealth Manager
- Employees
- 3
- Clients
- 62
- CRD
- 150964
- Ownership
- KOBAK, DOUGLAS, LOUIS; WEISSMAN, ARTHUR, N
How much AUM does Main Line Group Wealth Management, LLC have?
Main Line Group Wealth Management, LLC reported $122.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Main Line Group Wealth Management, LLC?
Disclosed owners and executives of Main Line Group Wealth Management, LLC include KOBAK, DOUGLAS, LOUIS, WEISSMAN, ARTHUR, N. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.