Main Line Group Wealth Management, LLC
● SEC registered since 2022CRD 150964SEC# 801-124756
Ranks #5,600 of 6,004 private fund managers by regulatory AUM.
Reg. AUM
$122.5M
Fund GAV
$8.6M
Private funds
2
Employees
3
Accounts
284
Location
—
Main Line Group Wealth Management, LLC assets under management
Main Line Group Wealth Management, LLC is an SEC-registered investment adviser. The firm has been registered since 2022. It reports $122.5 million in regulatory assets under management and employs 3 people. Main Line Group Wealth Management, LLC manages 2 private funds with combined gross assets of $8.6 million, including Mlg Venture Partners LP - F3. By regulatory assets, it ranks 5,600 of 6,004 private fund managers.
Main Line Group Wealth Management, LLC private funds
2 funds · $8.6M GAV| Fund | Type | Gross assets | Min. |
|---|---|---|---|
| Mlg Venture Partners LP - F3 | Venture Capital | $6.6M | $250K |
| Mlg Venture Partners LP - Rs | Venture Capital | $1.9M | $50K |
Main Line Group Wealth Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Douglas Louis Kobak Control | Managing Member Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Main Line Group Wealth Management, LLC manage?
Main Line Group Wealth Management, LLC reports $122.5 million in regulatory assets under management on its Form ADV.
How many private funds does Main Line Group Wealth Management, LLC manage?
Main Line Group Wealth Management, LLC manages 2 private funds with combined gross assets of $8.6 million.
How many employees does Main Line Group Wealth Management, LLC have?
Main Line Group Wealth Management, LLC reports 3 employees.
Does Main Line Group Wealth Management, LLC disclose fund performance?
Main Line Group Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | 610-828-8288 |
| Fax | 610-643-3047 |
| Office hours | 9:00a.m. - 4:30p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$122.5M▲ 10%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 89%
Larger than 11% of 16,271 advisers
AUM vs fund managersTop 93%
Larger than 7% of 6,004 private-fund managers
Number of fundsTop 63%
More funds than 37% of fund managers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$122.5Mregulatory AUM
Discretionary $122.5MNon-discretionary $65K
Service providers
Administrator