MCGEE WEALTH MANAGEMENT, INC.
CRD #109847 SEC #801-34233 PORTLAND, OR 503-597-2222
SEC Registered
Total AUM
$553.8M
Discretionary
$529.4M
Employees
8
Clients
251
Accounts
1,414
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2021 | $553.8M | $529.4M | $24.5M | 8 | 12 |
| Jan 2021 | $553.8M | $529.4M | $24.5M | 8 | 12 |
| Nov 2020 | $553.8M | $529.4M | $24.5M | 8 | 12 |
| Jul 2020 | $553.8M | $529.4M | $24.5M | 8 | 12 |
| Jun 2020 | $553.8M | $529.4M | $24.5M | 8 | 12 |
| Feb 2020 | $553.8M | $529.4M | $24.5M | 8 | 12 |
| Apr 2019 | $430.7M | $430.7M | $5.5K | 6 | 30 |
| Mar 2019 | $430.7M | $430.7M | $5.5K | 5 | 30 |
| Nov 2018 | $447.7M | $447.1M | $568.1K | 6 | 47 |
| Oct 2018 | $447.7M | $447.1M | $568.1K | 6 | 47 |
| Oct 2018 | $447.7M | $447.1M | $568.1K | 6 | 47 |
| Mar 2018 | $447.7M | $447.1M | $568.1K | 6 | 47 |
| Sep 2017 | $363.5M | $363.2M | $321.8K | 6 | 400 |
| Sep 2017 | $363.5M | $363.2M | $321.8K | 6 | 400 |
| Jun 2017 | $363.5M | $363.2M | $321.8K | 6 | 400 |
| Jun 2017 | $363.5M | $363.2M | $321.8K | 6 | 400 |
| Feb 2017 | $363.5M | $363.2M | $321.8K | 6 | 400 |
| Feb 2017 | $363.5M | $363.2M | $321.8K | 6 | 400 |
| Oct 2016 | $329.9M | $329.6M | $312.4K | 6 | 400 |
| Mar 2016 | $329.9M | $329.6M | $312.4K | 6 | 400 |
| Apr 2015 | $330.6M | $317.2M | $13.4M | 6 | 400 |
| Apr 2014 | $288.2M | $281.2M | $7M | 7 | 400 |
| May 2013 | $214.6M | $210.2M | $4.4M | 7 | 359 |
| Apr 2013 | $214.6M | $210.2M | $4.4M | 7 | 359 |
| Apr 2012 | $202.9M | $197.2M | $5.7M | 11 | 320 |
| Nov 2011 | $220.7M | $216.8M | $3.9M | 11 | 300 |
| Mar 2009 | $161.9M | $147.2M | $14.7M | -- | -- |
| Mar 2007 | $207.4M | $195.1M | $12.4M | -- | -- |
| Oct 2005 | $127.8M | $116.3M | $11.5M | -- | -- |
| Sep 2005 | $127.8M | $116.3M | $11.5M | -- | -- |
| Jul 2004 | $45.1M | $9.7M | $35.4M | -- | -- |
| Nov 2003 | $57.7M | $4M | $53.8M | -- | -- |
DateFeb 2021
Total AUM$553.8M
Discretionary$529.4M
Non-Disc.$24.5M
Employees8
Clients12
DateJan 2021
Total AUM$553.8M
Discretionary$529.4M
Non-Disc.$24.5M
Employees8
Clients12
DateNov 2020
Total AUM$553.8M
Discretionary$529.4M
Non-Disc.$24.5M
Employees8
Clients12
DateJul 2020
Total AUM$553.8M
Discretionary$529.4M
Non-Disc.$24.5M
Employees8
Clients12
DateJun 2020
Total AUM$553.8M
Discretionary$529.4M
Non-Disc.$24.5M
Employees8
Clients12
DateFeb 2020
Total AUM$553.8M
Discretionary$529.4M
Non-Disc.$24.5M
Employees8
Clients12
DateApr 2019
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$5.5K
Employees6
Clients30
DateMar 2019
Total AUM$430.7M
Discretionary$430.7M
Non-Disc.$5.5K
Employees5
Clients30
DateNov 2018
Total AUM$447.7M
Discretionary$447.1M
Non-Disc.$568.1K
Employees6
Clients47
DateOct 2018
Total AUM$447.7M
Discretionary$447.1M
Non-Disc.$568.1K
Employees6
Clients47
DateOct 2018
Total AUM$447.7M
Discretionary$447.1M
Non-Disc.$568.1K
Employees6
Clients47
DateMar 2018
Total AUM$447.7M
Discretionary$447.1M
Non-Disc.$568.1K
Employees6
Clients47
DateSep 2017
Total AUM$363.5M
Discretionary$363.2M
Non-Disc.$321.8K
Employees6
Clients400
DateSep 2017
Total AUM$363.5M
Discretionary$363.2M
Non-Disc.$321.8K
Employees6
Clients400
DateJun 2017
Total AUM$363.5M
Discretionary$363.2M
Non-Disc.$321.8K
Employees6
Clients400
DateJun 2017
Total AUM$363.5M
Discretionary$363.2M
Non-Disc.$321.8K
Employees6
Clients400
DateFeb 2017
Total AUM$363.5M
Discretionary$363.2M
Non-Disc.$321.8K
Employees6
Clients400
DateFeb 2017
Total AUM$363.5M
Discretionary$363.2M
Non-Disc.$321.8K
Employees6
Clients400
DateOct 2016
Total AUM$329.9M
Discretionary$329.6M
Non-Disc.$312.4K
Employees6
Clients400
DateMar 2016
Total AUM$329.9M
Discretionary$329.6M
Non-Disc.$312.4K
Employees6
Clients400
DateApr 2015
Total AUM$330.6M
Discretionary$317.2M
Non-Disc.$13.4M
Employees6
Clients400
DateApr 2014
Total AUM$288.2M
Discretionary$281.2M
Non-Disc.$7M
Employees7
Clients400
DateMay 2013
Total AUM$214.6M
Discretionary$210.2M
Non-Disc.$4.4M
Employees7
Clients359
DateApr 2013
Total AUM$214.6M
Discretionary$210.2M
Non-Disc.$4.4M
Employees7
Clients359
DateApr 2012
Total AUM$202.9M
Discretionary$197.2M
Non-Disc.$5.7M
Employees11
Clients320
DateNov 2011
Total AUM$220.7M
Discretionary$216.8M
Non-Disc.$3.9M
Employees11
Clients300
DateMar 2009
Total AUM$161.9M
Discretionary$147.2M
Non-Disc.$14.7M
Employees--
Clients--
DateMar 2007
Total AUM$207.4M
Discretionary$195.1M
Non-Disc.$12.4M
Employees--
Clients--
DateOct 2005
Total AUM$127.8M
Discretionary$116.3M
Non-Disc.$11.5M
Employees--
Clients--
DateSep 2005
Total AUM$127.8M
Discretionary$116.3M
Non-Disc.$11.5M
Employees--
Clients--
DateJul 2004
Total AUM$45.1M
Discretionary$9.7M
Non-Disc.$35.4M
Employees--
Clients--
DateNov 2003
Total AUM$57.7M
Discretionary$4M
Non-Disc.$53.8M
Employees--
Clients--