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
| Title | Trustee - Marshall C. Mcclean Irrevocable Trust |
| Ownership | 5-10% |
| Control person | No |
| Since | 2024 |
Evermay Wealth Management, LLC
| Title | Trustee |
| Ownership | — |
| Control person | Yes |
| Since | 2024 |