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
By the Numbers
  • Total Assets Under Management
    16
    MILLION
  • Total Number of Accounts
    102
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

MD

Financial Advisors at Mcclelland Wesley Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
John Amos, financial advisor Parkton MD
John W. Amos
CRD#: 2200194
Parkton, MD

John Amos (CRD# 2200194) is an Investment Advisor Representative working at Mcclelland Wesley Wealth Management in Parkton, MD and has over 30 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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