Clinton Daniel Mccalla

Employer firm

Wedmont Private Capital CRD 305815

$3.44B regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2014 → 09/2016
  The Lubitz Financial Group
  Miami, FL
• 10/2016 → 06/2019
  Clinton Daniel Mccalla D/B/A Wealth Planning Company Of Texas
  Austin, TX
• 07/2019 → 08/2021
  Fisher Investments
  Plano, TX
• 08/2021 → 10/2023
  Hightower Advisors Llc
  San Diego, CA
• 08/2021 → 10/2023
  Hightower Securities Llc
  San Diego, CA
• 10/2023 → 05/2026
  Meira
  Miami, FL
• 05/2026 → Present
  Wedmont Private Capital
  Grayslake, TX

Previous Registrations

• 2023-10-03 → 2026-05-19
  Meira Wealth
  Lakeway, TX
  Coral Gables, FL
  Lakeway, TX
• 2021-08-18 → 2023-09-19
  Hightower Advisors, Llc
  San Diego, CA
• 2019-07-19 → 2021-07-15
  Fisher Investments
  Plano, TX
  Plano, TX
• 2016-12-15 → 2019-05-19
  Wealth Planning Company Of Texas
  Plano, TX
• 2014-07-09 → 2016-09-23
  Meira Wealth
  Coral Gables, FL
• 2013-04-30 → 2014-01-06
  D.R. Saur Financial, Inc.
  Dallas, TX

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-04-29

Designations

• Certified Financial Planner

Other Names

• Clint Mccalla