$201.7K Total AUM
$201.7K Disc. AUM
-- 3Y CAGR
1 Employees
2 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-03-2025
- Office Locations
- 1
Office Locations
849 Court Street N Lewisburg WV
About Mcclure Private Wealth, LLC
McClure Private Wealth is a new RIA offering wealth management and integrated financial planning alongside bookkeeping, payroll, and tax preparation. The firm serves retail clients and builds portfolios using mutual funds and ETFs, with an active-management and fixed-income focus. Custodies assets at Charles Schwab and plans to begin accepting clients in early 2026.
Team overview
-- AVG AGE
$201.7K AVG AUM / ADVISOR
$100.9K AVG AUM / CLIENT
0.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
0yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
E
Evan Wade McClure
Chief Compliance Officer, Managing Member
- CRD
- #8148015
- 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 | $201,713 | -- |
| Non-Discretionary | $0 | -- |
| Total | $201,713 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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