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MCKELVEY WEALTH MANAGEMENT, LLC
MCKELVEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in TIGARD, OR. The firm manages approximately $59 million in regulatory assets.
Overview
MCKELVEY WEALTH MANAGEMENT, LLC is a state-registered investment adviser in TIGARD, OR. The firm manages approximately $59 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at MCKELVEY WEALTH MANAGEMENT, LLC?
No named principals or investment decision-makers are publicly disclosed for the firm. The RIA registration does not specify a CEO, CIO, or managing partner in accessible filings.
Does MCKELVEY WEALTH MANAGEMENT participate in fund commitments or only direct deals?
No public records indicate the firm's preference for fund commitments versus direct investments. Its operational posture remains unknown.
What investment stages does MCKELVEY WEALTH MANAGEMENT typically target?
The firm has not disclosed any investment stage preferences. Without portfolio data, its stages are unverifiable.
Which sectors does MCKELVEY WEALTH MANAGEMENT explicitly avoid?
The firm has not published any sector exclusion lists. No sector focus or avoidance is documented.
How is MCKELVEY WEALTH MANAGEMENT related to other entities?
The firm has no publicly known affiliations with other investment vehicles, operating companies, or philanthropic structures. Its relationship to the McKelvey family name is not confirmed.
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