RIA · CRD 338317SEC-Registered

Updated:

McClure Private Wealth LLC

MCCLURE PRIVATE WEALTH, LLC is an SEC-registered investment adviser. The firm manages approximately $201,713 in regulatory assets. It has 1 employee and 1...

McClure Private Wealth LLC

MCCLURE PRIVATE WEALTH, LLC is an SEC-registered investment adviser. The firm manages approximately $201,713 in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

RIA

Frequently asked questions

Is McClure Private Wealth LLC a family office or a traditional RIA?

McClure Private Wealth LLC is registered as a SEC-registered investment adviser (RIA), which suggests it operates as a wealth management firm for multiple clients rather than a single- or multi-family office. However, the firm's marketing name implies a private-wealth focus, and without a Form ADV or public filings, the exact client base cannot be confirmed.

What is the AUM of McClure Private Wealth LLC?

The firm does not publicly disclose its AUM. As an SEC-registered RIA, it would report assets under management on its Form ADV, but that document was not retrieved for this profile.

Who leads McClure Private Wealth LLC?

Public records do not identify any named principals, executives, or investment professionals at McClure Private Wealth LLC. No LinkedIn presence or firm website is available to confirm leadership.

What investment strategy does McClure Private Wealth LLC employ?

The firm has not published an investment strategy. Its name suggests a focus on private wealth management, but whether it invests directly in assets, allocates to external funds, or provides advisory services is unknown.

How does McClure Private Wealth LLC source deals or investments?

No information is available on the firm's sourcing or investment process. Without a disclosed strategy or team, its approach to deal flow cannot be assessed.

Profile maintained by using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.

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