MCKELVEY WEALTH MANAGEMENT, LLC

MCKELVEY WEALTH MANAGEMENT, LLC of TIGARD, OR is an SEC-registered investment adviser (CRD 316506). Regulatory assets under management: $59.3M.

Registration

• CRD: 316506
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 316506 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search