MCCANN WEALTH STRATEGIES,INC.

MCCANN WEALTH STRATEGIES,INC. of STATE COLLEGE, PA is an SEC-registered investment adviser (CRD 155646). Regulatory assets under management: $26.3M.

Registration

• CRD: 155646
• Type: Registered investment adviser
• Location: 1040 BENNER PIKE, STATE COLLEGE, PA, 16801
• Phone: 814-237-0841
• Latest filing: 2026-01-28
• Regulatory AUM: $26.3M
• Discretionary AUM: $26.3M
• Clients: 4
• Accounts: 298

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155646 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search