McClure Wealth Management Employee Directory

Investment ManagementCalifornia, United States2-10 Employees

McClure Wealth Management is a financial planning and wealth management practice located in Carlsbad, California. We specialize in comprehensive advisory and investment management services for business owners and individual clients. Our passion is helping entrepreneurs, executives, individuals, and families in building a plan to create the future they deserve.

At McClure Wealth, we believe everyone should plan for their retirement early and save as much as possible. Our goal is to help clients save on taxes, diversify their holdings, and protect their capital.  

To learn more about McClure Wealth Management, visit https://www.mcclurewealth.com/

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Registered Representative offering securities and advisory services through Independent Financial Group, LLC (IFG), a registered broker-dealer and investment advisor. Member FINRA (finra.org)/SIPC (sipc.org). McClure Wealth Management and IFG are unaffiliated entities.

Licensed to sell securities in the following states: AZ, CA, FL, MT, NC, OK, TX & WA.

The information provided herein has been obtained from sources believed to be reliable however we cannot guarantee or represent that it is accurate, complete or current. Because situations vary, any information provided on this site is not intended to indicate suitability for any particular investor. Hyperlinks are provided as a courtesy and should not be deemed an endorsement. When you link to a third party website you are leaving our site and assume total responsibility for your use or activity on the third party sites.

Find McClure Wealth Management employees' phone numbers or email addresses

McClure Wealth Management Global Highlights

Location
Employees

North America
5

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  • United States Of America
    5

McClure Wealth Management's Leadership

  • Stylized image of a person
    C. M.
    Independent Lpl Financial Advisor
    Phone icon

Contact profiles from McClure Wealth Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    C. M.
    Independent Lpl Financial Advisor
    Phone icon
    United StatesSouth Carolina
    Oct 17, 2025

Frequently Asked Questions

What is McClure Wealth Management known for?

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McClure Wealth Management was founded in 2013 operates in the Investment Management industry. The company's main headquarters is located in 701 Palomar Airport Road, Suite 125. Explore McClure Wealth Management's company overview page for more information.

What is McClure Wealth Management's most common email format?

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McClure Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more McClure Wealth Management email formats with LeadIQ.

How many employees does McClure Wealth Management have currently?

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McClure Wealth Management has approximately 2 employees as of December 2025. These team members are located across 1 continents, including North America.

Who are McClure Wealth Management's key employees and leadership?

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As of December 2025, McClure Wealth Management's key employees include:

  • Independent Lpl Financial Advisor: C. M.

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