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Fund Manager

Main Line Group Wealth Management

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MM
Main Line Group Wealth Management

Fund Manager

Primary Strategy: Venture Capital

Year Founded: 2009

Number of Employees: 2

Ownership: Partnership

Year End: December

Description

Main Line Group Wealth Management has been helping generations of investors grow, protect, and manage wealth since 2009. We continue that proud tradition by providing comprehensive wealth management services and customized advice. Our focus includes investment counsel, insurance review, and liability management, along with retirement, education, and trust and estate planning. Additionally, we a

Contact

Website: Link to website

LinkedIn: linkedin.com/company/mlgwm

Date

As of: September 30, 2025

Key Metrics

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Office Locations

Business mix

Mix of Private Fund AUM ($M)

By geography
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By fund size
By fund vintage

Leadership and Fund Service Providers

Key Management

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Fund Service Providers

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Key Metrics

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Key Metrics

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Top fund structures by AUM

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Current Service Providers

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Switches

Last 12 months

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