Investment adviser · CRD 150964

MAIN LINE GROUP WEALTH MANAGEMENT, LLC

Investment adviser filing (IA)

· Form ADV filed Mar 31, 2026

Regulatory AUM
$123M
Form ADV · Item 5.F
Client accounts
284
Accounts, not individual clients
Employees
3
Reported in this filing
Advisory professionals
1
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
High-net-worth individuals41$100,195,62381.8%
Individuals19$13,777,04311.2%
Pooled investment vehicles2$8,568,0407.0%
Filing source

Form ADV 2087056 · Mar 31, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

2 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

MLG VENTURE PARTNERS LP - F3Venture Capital Fund · Last reported Mar 31, 2026$6.64MGross asset value

Form D fundraising filings

MLG Venture Partners LP - F3

Fund administrator FTS ADMIN LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TANNER ACCOUNTANTS & ADVISORS SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

TANNER ACCOUNTANTS & ADVISORS
PCAOB 270

Fund details & source
Fund ID
805-2267492911
Reported beneficial owners
24
Minimum commitment
$250K
Form D file number
021-425475

Form ADV 2087056 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

MLG VENTURE PARTNERS LP - RSVenture Capital Fund · Last reported Mar 31, 2026$1.93MGross asset value

Form D fundraising filings

MLG Venture Partners LP - RS

Fund administrator FTS ADMIN LLC SAN FRANCISCO, California, United States Investor statements: Yes (provided to all investors) Related to adviser: No
Auditor TANNER ACCOUNTANTS AND ADVISORS SALT LAKE CITY, Utah, United States
Provider details
Annual audit
Yes
Prime brokers
No
Custodians
No
Administrator other than the adviser
Yes
External marketing
No

TANNER ACCOUNTANTS AND ADVISORS
PCAOB 270

Fund details & source
Fund ID
805-8536873866
Reported beneficial owners
23
Minimum commitment
$50K
Form D file number
021-414774

Form ADV 2087056 · Mar 31, 2026 · Schedule D 7.B.(1)

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Services & filing details

Most recent filing: Mar 31, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Pooled investment vehicle management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed · Performance-based

Principal office

CRD 150964

Filing source

Form ADV 2087056 · Mar 31, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.