MCGERVEY WEALTH MANAGEMENT, LLC

MCGERVEY WEALTH MANAGEMENT, LLC of NORTH CANTON, OH is an SEC-registered investment adviser (CRD 151969). Regulatory assets under management: $49.7M.

Registration

• CRD: 151969
• SEC file number: 801-70749
• Type: Registered investment adviser
• Location: 6263 FRANK AVENUE, NW, NORTH CANTON, OH, 44720
• Phone: 330-966-2100
• Latest filing: 2012-05-16
• Regulatory AUM: $49.7M
• Discretionary AUM: $49.3M
• Non-discretionary AUM: $383K
• Clients: 1
• Accounts: 352

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 151969 on SEC IAPD (source of record)
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