# MCGEE WEALTH MANAGEMENT, INC.

MCGEE WEALTH MANAGEMENT, INC. of PORTLAND, OR is an SEC-registered investment adviser.

## Registration

- CRD: 109847
- Type: SEC-registered investment adviser
- SEC file number: 801-34233
- Location: 12455 SW 68TH AVENUE, PORTLAND, OR, 97223
- Phone: 503-597-2222
- Latest filing: 2021-02-16
- Regulatory AUM: $553.8M
- Discretionary AUM: $529.4M
- Non-discretionary AUM: $24.5M
- Clients: 8
- Accounts: 1,414

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| MCGEE JUDITH ANN | CHAIRMAN/CEO | — |
| DOBBINS D LINETTE | CORP. SEC./CEO; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/COO/CCO | — |
| MCGEE JUDITH ANN HEADINGTON | PRESIDENT/CEO | — |
| BALDWIN DEANNA LINETTE | CORP. SEC./CEO | — |
| CURRIN-GUTRIDGE JENNIFER | OWNER | — |
| BERRY SARAH ELISE | OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/109847/brochure
- Similar advisers: https://search.stillhousedata.com/firm/109847/similar
- Related entities: https://search.stillhousedata.com/firm/109847/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/109847

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.