Main Line Group Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$113,972,666
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
60
68% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
60
TypicalAverage account size
$1,899,544
About
Main Line Group Wealth Management, LLC serves individuals (including high-net-worth clients), trusts, estates and similar private clients and provides discretionary portfolio management, financial planning and consulting, and consolidated reporting. The firm also offers stand-alone and packaged planning for corporate executives and manages both individual accounts and pooled investment vehicles on behalf of clients.
MLGWM’s investment approach emphasizes asset allocation, diversification and periodic rebalancing to align portfolios with long-term objectives, implemented through mutual funds, ETFs, individual securities, structured notes and, when appropriate, third‑party independent managers. The firm conducts ongoing monitoring and may tailor portfolios to client constraints and preferences, including the use of less liquid or alternative vehicles for qualified investors.
Distinctively for a small adviser, MLGWM acts as a sponsor and investment manager to affiliated private investment funds and serves pooled-vehicle clients, receiving performance-based compensation at the fund level while not charging performance fees to individual advisory clients. These arrangements include side letters that grant certain investors preferential economic terms and involvement of firm officers with portfolio companies; the firm discloses these conflicts, provides audited fund financials to investors and states that the funds are currently closed to new investors.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Private / alternative investments
Occupation focus
Executive
Founder/Business Owner
Fee options
Packaged financial planning for corporate executives generally $7,500 to $50,000 fixed fee
$0 - $2,000,000: 1.0% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.50% $10,000,001+: Negotiable
Generally $200 to $1,000 per hour depending on scope and professional
Account minimum: $1,000,000 Minimum fee: Generally requires an annual minimum fee of $10,000 for investment advisory services Fee-only: Financial planning and consulting fees negotiable; generally $200-$1,000 per hour; packaged corporate executive planning fees negotiable; generally $7,500-$50,000 fixed fee
Main office location
Main Line Group Wealth Management, LLC
Park City UT, United States
Number of offices
2
Most active in
Main Line Group Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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