MAIN LINE GROUP WEALTH MANAGEMENT, LLC
SEC RegisteredHelping people achieve a work optional lifestyle
About the firm
Main Line Group Wealth Management, LLC is a Registered Investment Advisory firm that serves clients in a fiduciary capacity, with transparency and an investment approach based upon a well-grounded, long-term philosophy not influenced by market fads or media hype. The firm takes a holistic approach to comprehensive wealth planning services, coordinating with other professionals to help optimize customized financial game plans.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive wealth planning services including investments, tax planning, estate planning, retirement plans, insurance needs, philanthropic goals, legacy and wealth transfer planning, and business owner services such as succession planning, buy-sell agreement reviews, benefit planning, insurance reviews, and asset management.
Who they serve
Both US and non-US citizens (NRA), including very successful executives, business owners, professional athletes, and some of the most influential families in the area. Typically requires $2 million under management to start.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19 | $14M |
| High Net Worth Individuals | 41 | $100M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 2 | $8.6M |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $1,000,000 | 0.80% |
| Next $1,000,000 | 0.70% |
| Next $1,000,000 | 0.60% |
| Next $5,000,000 | 0.50% |
| Next $5,000,000 | — |
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MAIN LINE GROUP WEALTH MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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