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Joseph Michael Wehr

Maryland Capital Advisors, Inc.

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About Joseph Michael Wehr

Joseph Michael Wehr is a financial advisor with over 14 years of experience in the industry. Joseph has a strong background in financial services, having worked for firms such as DFA Securities LLC, Eaton Vance Investment Managers, and Visa Inc. Joseph is currently registered with Maryland Capital Advisors, Inc. in Maryland and Texas. Joseph is a CFA charterholder and has a strong understanding of investment strategies and financial planning. Joseph is committed to providing personalized financial advice to help clients achieve their financial goals.

Firm Information

Joseph Wehr is currently registered with Maryland Capital Advisors, Inc.. Maryland Capital Advisors, Inc. is an investment advisor headquartered in CHESTER, MD, with a total of 2 Investment Adviser Representatives and 2 Investment Advisory Functions. The firm manages approximately $342,095,626 in assets, primarily for high-net-worth individuals ($317,727,382) and individuals other than high-net-worth ($22,541,627), as well as pension and profit-sharing plans ($1,826,617). They provide portfolio management services for individuals and businesses, as well as pension consulting and selection of other advisors.
Maryland Capital Advisors, Inc.

7 CHESTER PLAZA

CHESTER, MD 21619

$342.10M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Joseph Wehr’s Registration & Firm History

MD

08/06/2024 - Present

Maryland Capital Advisors, Inc. (CHESTER MD)

TX

09/25/2019 - 02/22/2024

DFA SECURITIES LLC (AUSTIN TX)

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Licenses & Designations

BOTH

Issued 10/16/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2019

Series 7TO - General Securities Representative Examination

BC

Issued 08/21/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Joseph Michael Wehr.
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