# MCKELVEY WEALTH MANAGEMENT, LLC

MCKELVEY WEALTH MANAGEMENT, LLC of TIGARD, OR is an SEC-registered investment adviser.

## Registration

- CRD: 316506
- Type: SEC-registered investment adviser
- Location: 7110 SW FIR LOOP, TIGARD, OR, 97223
- Phone: 503-709-5669
- Latest filing: 2026-01-22
- Regulatory AUM: $59.3M
- Discretionary AUM: $59.3M
- Clients: 1
- Accounts: 195

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316506/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316506/similar
- Related entities: https://search.stillhousedata.com/firm/316506/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316506

---

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.