Mcgehee Wealth Management Inc.

Mcgehee Wealth Management Inc. (CRD# 283927) is a financial advisory firm headquartered in Wheat Ridge, CO. They manage $3,000,000 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
6900 W 44th Ave, Wheat Ridge, CO 80033
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $125,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Mcgehee Wealth Management Inc.
Showing 1 - 1 of 1 top financial advisors.
1
James McGehee, financial advisor Wheat Ridge CO
James W. McGehee
CRD#: 5562429
6900 W 44th Ave, Wheat Ridge, CO 80033

James McGehee (CRD# 5562429) is an Investment Advisor Representative working at Mcgehee Wealth Management Inc. in Wheat Ridge, CO and has over 15 years of experience in the finance industry.

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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