MAINLINE PRIVATE WEALTH, LLC
SEC file number 801-72888
· WYNNEWOOD, PA
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$792.8M
Discretionary AUM
$747M
Employees
7
Clients
5
Firm
- Address
- 308 E. LANCASTER AVENUE
WYNNEWOOD, PA 19096 - Phone
- —
- Website
- —
- Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 28, 2026
Possible Form D name matches (not verified)
- MainLine Abingdon Global, LLC Low name-match confidence · CIK 2138732 · PA
- MainLine West Dynamic Municipal Fund LP Low name-match confidence · CIK 2160133 · CO
- Mainline West Tax Advantaged Opportunity Fund VIII, LLC Low name-match confidence · CIK 2096303 · CO
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MainLine West Dynamic Municipal Fund LP · D · Nov 3, 2026
-
MainLine Abingdon Global, LLC · D · Jun 16, 2026$15M
-
Mainline West Tax Advantaged Opportunity Fund VIII, LLC · D · Nov 28, 2025$150M