Investment adviser · CRD 109847
MCGEE WEALTH MANAGEMENT, INC.
Investment adviser filing (IA)
PORTLAND, OR, United States · Form ADV filed Feb 16, 2021
- Regulatory AUM
- $554M Form ADV · Item 5.F
- Client accounts
- 1,414 Accounts, not individual clients
- Employees
- 8 Reported in this filing
- Advisory professionals
- 6 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 194 | $380,786,943 | 68.8% |
| Individuals | 450 | $138,075,378 | 24.9% |
| Government entities | Fewer than 5 | $27,394,944 | 4.9% |
| Retirement plans | Fewer than 5 | $7,101,905 | 1.3% |
| Charities | Fewer than 5 | $472,547 | 0.1% |
Filing source
Form ADV 1495167 · Feb 16, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Feb 16, 2021. View historical filings
Reported services
Financial planning · Individual portfolio management · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
12455 SW 68TH AVENUEPORTLAND, OR, 97223, United States
CRD 109847
Filing source
Form ADV 1495167 · Feb 16, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.