McLean Wealth Partners

Finance · Virginia, United States · 1-10 Employees

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Overview

Headquarters

6764 Old Mclean Village Dr Ste 202, Mc L...

Phone Number

(571) 395-8484

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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ZI Rank
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About McLean Wealth Partners

McLean Wealth Partners specializes in providing comprehensive financial planning services tailored to meet the retirement and financial goals of their clients. They focus on protecting, accumulating, preserving, and transferring wealth to future generations through personalized expertise. The firm utilizes advanced technology, such as Riskalyze, to align investment portfolios with clients' risk tolerance and expectations. Their intended clients include individuals seeking trusted financial partnerships for managing their wealth and planning for retirement.Explore more
McLean Wealth Partners's Social MediaPopular SearchesMcLean Wealth Partners LLCMclean Wealth partnersmcleanwealthpartners.comSIC Code 62,628NAICS Code 52,523Show more

McLean Wealth Partners Org Chart

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Compare insights from companies similar to McLean Wealth Partners, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McLean Wealth Partners

<$5M
1-10
Private
-
2014
JH
Jack HimplerFinancial Advisor
<$5M
11-50
Private
-
-
AD
Alexandra DurhamFinancial Advisor
<$5M
11-50
Private
-
2014
KK
Kirsten KozaOffice Manager
<$5M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
LK
Lester KoryczanRegistered Principal and Investment Advisor Representative
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
-
LR
Linda RothVice President, Operations
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Company Profile Activity

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Among all Finance companies

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High Activity

Activity Insights

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

What does this means?

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

McLean Wealth Partners Tech Stack

A closer look at the technologies used by McLean Wealth Partners

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Frequently Asked Questions Regarding McLean Wealth Partners

What is McLean Wealth Partners's official website?
McLean Wealth Partners's official website is www.mcleanwealthpartners.com
What is McLean Wealth Partners's Revenue?
McLean Wealth Partners's revenue is <$5 Million
What is McLean Wealth Partners's SIC code?
McLean Wealth Partners's SIC: 62,628
What is McLean Wealth Partners's NAICS code?
McLean Wealth Partners's NAICS: 52,523
How many employees does McLean Wealth Partners have?
McLean Wealth Partners has 1-10 employees
What industry does McLean Wealth Partners belong to?
McLean Wealth Partners is in the industry of: Finance, Securities Trading
What is McLean Wealth Partners competition?
McLean Wealth Partners top competitors include: Investment Services, Lester Koryczan, Allied Financial Advisors, Federalretirementplan.com
What technology does McLean Wealth Partners use?
Some of the popular technologies that McLean Wealth Partners uses are: Cloudflare Website Optimization, Datadog, Google Font API, YouTube
How do I contact McLean Wealth Partners?
McLean Wealth Partners contact info: Phone number: (571) 395-8484 Website: www.mcleanwealthpartners.com
What does McLean Wealth Partners do?

McLean Wealth Partners specializes in providing comprehensive financial planning services tailored to meet the retirement and financial goals of their clients. They focus on protecting, accumulating, preserving, and transferring wealth to future generations through personalized expertise. The firm utilizes advanced technology, such as Riskalyze, to... align investment portfolios with clients' risk tolerance and expectations. Their intended clients include individuals seeking trusted financial partnerships for managing their wealth and planning for retirement.Read More

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

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