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MCSHANE PARTNERS

CHARLOTTE, NC · CRD 107236 · IAPD ↗ · rinehartwealthmanagement.com · 980-585-3390

$709.0MRegulatory AUM
8Advisory reps
11Employees
0Clients
251-500Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — MCSHANE PARTNERS (CHARLOTTE, NC) left the SEC roster (was $709.0M RAUM, 8 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.