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McKelvey Wealth Management, LLC

Headquartered in TIGARD, OR

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Firm Information

McKelvey Wealth Management, LLC is a registered investment advisor with approximately $54 million in regulatory assets under management. The firm provides financial planning and portfolio management services to individuals and high-net-worth individuals. They have 205 client accounts, including 66 individuals other than high-net-worth clients and 16 high-net-worth individuals. The firm has one investment advisor representative and one investment advisory function.

McKelvey Wealth Management, LLC

$54.02M

Assets Under Management

Not reported

Total Clients

1

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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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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percentage of assets

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

Branch Locations (1)

MCKELVEY WEALTH MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

TIGARD, OR

Advisors at McKelvey Wealth Management, LLC

View All 1 Advisors
Unclaimed
Lynn Marie greer McKelvey

RA

TIGARD, OR

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Disclosures

There are no public disclosures for McKelvey Wealth Management, LLC.

Frequently Asked Questions (7)

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