← Back to searchVisit website
MCCANN WEALTH STRATEGIES,INC.
CRD 155646
1040 BENNER PIKE, SUITE 1, STATE COLLEGE, PA, 16801, United States
Phone
814-237-0841
Fax
814-234-1408
Registration
— (—)
Source
State registered
Total AUM
$26.3M
Discretionary AUM
$26.3M
Team
4 total employees; 1 advisory reps; 66 broker-dealer reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-01-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 111 | $22.3M |
| High net worth individuals | 8 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD