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Estela M. McClean

Trustee - Marshall C. Mcclean Irrevocable TrustEvermay Wealth Management, LLCCRD 7896202

About Estela M. McClean

Estela M. McClean is listed as Trustee - Marshall C. Mcclean Irrevocable Trust at Evermay Wealth Management, LLC in Arlington, VA. Form ADV reports a beneficial ownership band of 5-10%. Estela M. McClean is associated with 2 registered advisers.

Reported ownership

Owns 5-10% of Evermay Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Estela M. McClean work?

Estela M. McClean is listed as Trustee - Marshall C. Mcclean Irrevocable Trust at Evermay Wealth Management, LLC on SEC Form ADV.

How much of Evermay Wealth Management, LLC does Estela M. McClean own?

Form ADV reports a beneficial ownership band of 5-10%.

Evermay Wealth Management, LLC

TitleTrustee - Marshall C. Mcclean Irrevocable Trust
Ownership5-10%
Control personNo
Since2024
View Evermay Wealth Management, LLC →

Evermay Wealth Management, LLC

TitleTrustee
Ownership—
Control personYes
Since2024
View Evermay Wealth Management, LLC →