McLean Wealth Management Group

Finance · Illinois, United States · 1-10 Employees

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Overview

Headquarters

1515 W 22nd St Ste 525, Oak Brook, Illin...

Phone Number

(630) 686-9670

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
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ZI Rank
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About McLean Wealth Management Group

McLean Wealth Management Group is a full-service, independent wealth management practice based in Oak Brook, Illinois, with over 125 years of combined industry experience. The firm specializes in providing personalized, objective, and prudent investment advice to high net worth individuals, families, and institutions. Their client-centric approach focuses on building meaningful relationships and delivering a comprehensive wealth management experience tailored to clients' evolving priorities and goals. Recognized for exceptional service, McLean Wealth Management Group has received multiple accolades, including being named one of the Best-In-State Wealth Management Teams in Illinois by Forbes.Explore more
McLean Wealth Management Group's Social MediaPopular SearchesMclean Wealth Management GroupThe McLean Wealth Management GroupSIC Code 62,628NAICS Code 52,523Show more

McLean Wealth Management Group Org Chart

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Senior Vice President

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Senior Vice President

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Manager, Operations

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McLean Wealth Management ...

<$5M
1-10
Private
-
-
RC
Ryan CorbettSenior Vice President
$5.2M
1-10
Private
-
-
MS
Mandana SedighSenior Registered Client Associate
<$5M
1-10
Private
-
2010
EW
Erica WeiserSenior Registered Client Associate
<$5M
1-10
Private
-
-
KM
Kimberly MathewesOperations Administrative Manager
<$5M
11-50
Private
-
2021
GS
Gregory SpearsManaging Partner- Chief Operating Officer
<$5M
1-10
Private
-
2017
<$5M
1-10
Private
-
-
AA
Amy ArthurManaging Director, Investments At Wells Advisors (Fargo)
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McLean Wealth Management Group is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McLean Wealth Management Group is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McLean Wealth Management Group.

McLean Wealth Management Group Tech Stack

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Frequently Asked Questions Regarding McLean Wealth Management Group

What is McLean Wealth Management Group's official website?
McLean Wealth Management Group's official website is www.mcleanwmg.com
What is McLean Wealth Management Group's Revenue?
McLean Wealth Management Group's revenue is <$5 Million
What is McLean Wealth Management Group's SIC code?
McLean Wealth Management Group's SIC: 62,628
What is McLean Wealth Management Group's NAICS code?
McLean Wealth Management Group's NAICS: 52,523
How many employees does McLean Wealth Management Group have?
McLean Wealth Management Group has 1-10 employees
What industry does McLean Wealth Management Group belong to?
McLean Wealth Management Group is in the industry of: Finance, Securities Trading
What is McLean Wealth Management Group competition?
McLean Wealth Management Group top competitors include: Wells Fargo Advisors, Wells Fargo Clearing Services, Financial Strategies Group of Wells Fargo Advisors, Scioto Wealth Advisors
What technology does McLean Wealth Management Group use?
Some of the popular technologies that McLean Wealth Management Group uses are: goo.gl, Microsoft IIS, WordPress.org, PHP
How do I contact McLean Wealth Management Group?
McLean Wealth Management Group contact info: Phone number: (630) 686-9670 Website: www.mcleanwmg.com
What does McLean Wealth Management Group do?

McLean Wealth Management Group is a full-service, independent wealth management practice based in Oak Brook, Illinois, with over 125 years of combined industry experience. The firm specializes in providing personalized, objective, and prudent investment advice to high net worth individuals, families, and institutions. Their client-centric approach... focuses on building meaningful relationships and delivering a comprehensive wealth management experience tailored to clients' evolving priorities and goals. Recognized for exceptional service, McLean Wealth Management Group has received multiple accolades, including being named one of the Best-In-State Wealth Management Teams in Illinois by Forbes.Read More

What are McLean Wealth Management Group social media links?
McLean Wealth Management Group Linkedin page
Is McLean Wealth Management Group a public company?
McLean Wealth Management Group is private company therefore does not currently have an official ticker symbol
See more information about McLean Wealth Management Group

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