M
$59.3M Total AUM
$59.3M Disc. AUM
-- 3Y CAGR
1 Employees
82 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-12-2021
- Office Locations
- 1
Office Locations
7110 SW FIR Loop Suite 255 Tigard OR
About Mckelvey Wealth Management, LLC
Mckelvey Wealth Management, LLC is a Tigard-based RIA. The firm has been operating for 4 years. Managing $59.3M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$59.3M AVG AUM / ADVISOR
$723.4K AVG AUM / CLIENT
4.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Capital vital Summit foundation
Client Personas
Signal
Investment Themes
Vector ember Oak pathway
Investment Vehicles
Quantum
Services
Harbor North ridge Focus Legacy element Frontier prime Quantum
Owner & Executives
LYNN MARIE GREER MCKELVEY
Chief Compliance Officer, Financial Advisor, FOUNDER, Owner, PRINCIPAL
- CRD
- #2447958
- Ownership
- 75% or more
(470) 543-1526
catalyst.bridge@pioneercapital.com
in linkedin.com/in/beacon-prime
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $59,317,071 | -- |
| Non-Discretionary | $0 | -- |
| Total | $59,317,071 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,317,071
Public Funds:
16.4% Equity - Exchange:
35.0% Cash:
18.9% Municipal Bonds:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,077,678,056 | 16.4% |
| Equity - Exchange | $2,299,922,680 | 35.0% |
| Cash | $1,241,958,247 | 18.9% |
| Municipal Bonds | $1,951,648,674 | 29.7% |
| Total | $6,571,207,657 | 100.0% |