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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Oregon
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 11, 2020
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERRY, SARAH, ELISE | I | OWNER | NA | |
| BERRY, SARAH, ELISE | I | OWNER | NA | |
| BERRY, SARAH, ELISE | I | OWNER | NA | |
| BERRY, SARAH, ELISE | I | OWNER | NA | |
| BERRY, SARAH, ELISE | I | OWNER | NA | |
| CURRIN-GUTRIDGE, JENNIFER | I | OWNER | NA | |
| CURRIN-GUTRIDGE, JENNIFER | I | OWNER | NA | |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | NA | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | NA | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | E | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | E | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | E | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | E | Control |
| MCGEE, JUDITH, ANN HEADINGTON | I | PRESIDENT/CEO | E | Control |
| MCGEE, JUDITH, ANN HEADINGTON | I | PRESIDENT/CEO | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| MCGEE, JUDITH, ANN | I | CHAIRMAN/CEO | D | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | C | Control |
| CURRIN-GUTRIDGE, JENNIFER | I | OWNER | B | |
| CURRIN-GUTRIDGE, JENNIFER | I | OWNER | B | |
| CURRIN-GUTRIDGE, JENNIFER | I | OWNER | B | |
| CURRIN-GUTRIDGE, JENNIFER | I | OWNER | B | |
| CURRIN-GUTRIDGE, JENNIFER | I | OWNER | B | |
| DOBBINS, D. LINETTE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | B | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/COO/CCO | B | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/COO/CCO | B | Control |
| DOBBINS, D. LINETTE | I | PRESIDENT/COO/CCO | B | Control |
| DOBBINS, D. LINETTE | I | CORP. SEC./CEO | B | Control |
| DOBBINS, D. LINETTE | I | CORP. SEC./CEO | B | Control |
Registrations
Federal
IA
Nov 11, 2020 REGISTERED
Notice Filings (7)
AZ CA ID LA OR TX WA
Address
12455 SW 68TH AVENUEPORTLAND, OR 97223
United States
Phone: 503-597-2222