Mckay Wealth Management Group LLC

Mckay Wealth Management Group LLC (CRD# 281578) is a financial advisory firm headquartered in Richmond, VA. They manage $33,000,000 in 135 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    135
    ACCOUNTS
  • Average Account Value
    $244,444
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

VA

Financial Advisors at Mckay Wealth Management Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Patrick W. Dupont
CRD#: 6844751
2920 W Broad St, Suite 208, Richmond, VA 23230
87
Wealthminder
score

Patrick Dupont (CRD# 6844751) is an Investment Advisor Representative working at Mckay Wealth Management Group LLC in Richmond, VA and has 1 year of experience in the finance industry.

2
Matthew A. McKay
CRD#: 4885012
2920 W Broad St, Suite 208, Richmond, VA 23230
83
Wealthminder
score

Matthew McKay (CRD# 4885012) is an Investment Advisor Representative working at Mckay Wealth Management Group LLC in Richmond, VA and has over 10 years of experience in the finance industry.

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