McClure Private Wealth, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$201,713
Clients
1
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
1
Very LowAverage account size
$201,713
About
McClure Private Wealth provides customized financial planning and discretionary portfolio management to individuals (including high-net-worth clients), non-profit organizations, and businesses, covering retirement planning, large-expense budgeting, and college planning. The firm builds custom and model portfolios that vary by risk and asset allocation and commonly recommends equities, mutual funds, fixed-income securities, ETFs, and options.
The adviser combines passive and active management and uses a range of analytical approaches — technical, fundamental, quantitative, qualitative, and cyclical — to inform investment decisions, and it may employ short- and long-term transactions as well as options and other derivatives. Client accounts are managed on a discretionary basis, with planning updates and account reviews conducted at least quarterly.
Distinctive features include the principal’s provision of tax preparation and bookkeeping services, which the firm estimates consume about 40% of total business time — an arrangement that is uncommon among independent advisers. The firm reports about $201,713 in assets under management for a single client and offers model portfolios that permit derivatives and option strategies, combining accounting services with active, derivatives-capable portfolio management in a small practice.
Client services
Financial planning
Portfolio management
Expertise
Options & derivatives strategies
College savings (529s, UTMA, etc.)
Fee options
$0 - $249,999: 1.20% $250,000 - $499,999: 1.00% $500,000 - $999,999: 0.80% $1,000,000+: 0.70%
$100 per hour for one-time financial plan
Fee-only: $100 per hour for one-time financial plan
Main office location
McClure Private Wealth, LLC
Maxwelton WV, United States
Number of offices
1
Most active in
McClure Private Wealth, LLC has reported serving >5 clients in these states in the last 12 months.
West Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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