MCCLELLAND WESLEY WEALTH MANAGEMENT

MCCLELLAND WESLEY WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 170054). Regulatory assets under management: $14.6M.

Registration

• CRD: 170054
• Type: Registered investment adviser
• Phone: 443-886-4058
• Latest filing: 2026-03-16
• Regulatory AUM: $14.6M
• Discretionary AUM: $14.6M
• Clients: 1
• Accounts: 94

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 170054 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search