Mcclure Private Wealth, LLC

Overview

Mcclure Private Wealth, LLC is a small, independent registered investment adviser focused on serving individual and family clients, as well as small business owners. The firm combines financial planning and discretionary portfolio management with accounting-related business activities, and charges clients on a percentage-of-AUM basis as well as by hourly fees. Given its ownership structure (individual owner) and limited asset base, the firm manages client relationships directly rather than operating as a multi-state or institutional allocator. Investment activity centers on public fund vehicles rather than direct single-stock concentration or broad alternative allocations. The adviser is not flagged as an active ESG investor and does not position itself as a capital allocator to third-party private fund managers. Advising services are centered on personalized planning and tailored portfolios for a very small client base.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices