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Marshall C. McClean Irrevocable Trust

MemberEvermay Wealth Management, LLC

About Marshall C. McClean Irrevocable Trust

Marshall C. McClean Irrevocable Trust is listed as Member at Evermay Wealth Management, LLC in Arlington, VA. Form ADV reports a beneficial ownership band of 5-10%.

Reported ownership

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

Frequently asked questions

Where does Marshall C. McClean Irrevocable Trust work?

Marshall C. McClean Irrevocable Trust is listed as Member at Evermay Wealth Management, LLC on SEC Form ADV.

How much of Evermay Wealth Management, LLC does Marshall C. McClean Irrevocable Trust own?

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

Evermay Wealth Management, LLC

TitleMember
Ownership5-10%
Control personNo
Since2024