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MCKAY WEALTH MANAGEMENT GROUP LLC
CRD 281578
2920 W BROAD ST, SUITE 208, RICHMOND, VA, 23230, United States
Phone
804-447-1708
Fax
804-884-3773
Registration
— (—)
Source
State registered
Total AUM
$58.5M
Discretionary AUM
$58.5M
Team
2 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $12.3M |
| High net worth individuals | 37 | $40.6M |
| Pension/profit sharing plans | 1 | $5.1M |
| Corporations/business entities | 1 | $498K |
All web addresses on file
Official SEC filing: View on IAPD