Be advised. This firm is no longer registered.

Mcgee Wealth Management, Inc.

Mcgee Wealth Management, Inc. (CRD# 109847) is a financial advisory firm headquartered in Portland, OR. They manage $553,831,717 in 1,414 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
12455 Sw 68th Avenue, Portland, OR 97223
https://www.facebook.com/mcgeewm
By the Numbers
  • Total Assets Under Management
    554
    MILLION
  • Total Number of Accounts
    1,414
    ACCOUNTS
  • Average Account Value
    $391,677
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, OR, TX, WA

Financial Advisors at Mcgee Wealth Management, Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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