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MCKELVEY WEALTH MANAGEMENT, LLC
CRD 316506
7110 SW FIR LOOP, SUITE 255, TIGARD, OR, 97223, United States
Phone
503-709-5669
Fax
503-352-5311
Registration
— (—)
Source
State registered
Total AUM
$59.3M
Discretionary AUM
$59.3M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-01-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $23.1M |
| High net worth individuals | 15 | $36.3M |
All web addresses on file
Official SEC filing: View on IAPD