# McCann Wealth Strategies,inc.

> McCann Wealth Strategies,inc. is a state-registered investment advisory firm in State College, PA, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 28, 2026.

- CRD: 155646
- Filed as: MCCANN WEALTH STRATEGIES,INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: State College, PA
- Filing period: October 2026
- Form ADV filing dated: January 28, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155646
- AdvisorCensus page: https://advisorcensus.com/firm/mccann-wealth-strategies-inc-state-college-pa-155646

## Quick answers

**How is McCann Wealth Strategies,inc. compensated?**
On its Form ADV (Item 5.E, October 2026), McCann Wealth Strategies,inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is McCann Wealth Strategies,inc. located?**
McCann Wealth Strategies,inc.'s principal office is in State College, PA, according to its Form ADV.

**Is McCann Wealth Strategies,inc. registered with the SEC or a state?**
McCann Wealth Strategies,inc. is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 155646.

**How much does McCann Wealth Strategies,inc. manage?**
McCann Wealth Strategies,inc. reports $26,313,175 in regulatory assets under management in its Form ADV filing dated January 28, 2026 (100% discretionary).

**What types of clients does McCann Wealth Strategies,inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (111); high net worth individuals (8).

**Does McCann Wealth Strategies,inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155646

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $26,313,175
- Discretionary: $26,313,175
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 111 | $22,278,841 |
| High net worth individuals | 8 | $4,034,334 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2012 (14 years)
- Employees: 4 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: DE, MD, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- investmentinsuranceadvisor.com
- mccannfinancialservices.com
- mccannwealthcoach.com
- mccannwealthstrategies.com
- patrickmccann.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McCann Wealth Strategies,inc. (CRD 155646): Form ADV filing data as of October 2026.