M
$14.6M Total AUM
$14.6M Disc. AUM
-- 3Y CAGR
1 Employees
56 ADV. Clients
12 yrs Firm Age
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- Custodian
- Altruist · LPL Financial · Truist Bank
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-17-2014
- Office Locations
- 1
Office Locations
-- Parkton MD
About Mcclelland Wesley Wealth Management
Mcclelland Wesley Wealth Management is a Parkton-based RIA. The firm has been operating for 12 years. Managing $14.6M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and LPL Financial.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$261.2K AVG AUM / CLIENT
11.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
JOHN WESLEY AMOS
Chief Compliance Officer, Controller, President
- CRD
- #2200194
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,629,532 | -- |
| Non-Discretionary | $0 | -- |
| Total | $14,629,532 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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