Mcclelland Wesley Wealth Management
Mcclelland Wesley Wealth Management (CRD# 170054) is a financial advisory firm headquartered in , . They manage $16,408,724 in 102 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Mcclelland Wesley Wealth Management
By the Numbers
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Total Assets Under Management16MILLION
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Total Number of Accounts102ACCOUNTS
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Average Account Value$160,870
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MD
Financial Advisors at Mcclelland Wesley Wealth Management
1
John Amos (CRD# 2200194) is an Investment Advisor Representative working at Mcclelland Wesley Wealth Management in Parkton, MD and has over 31 years of experience in the finance industry.
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