MCGERVEY WEALTH MANAGEMENT, LLC
CRD #151969 SEC #801-70749 NORTH CANTON, OH 330-966-2100
SEC Registered
Total AUM
$49.7M
Discretionary
$49.3M
Employees
1
Clients
51
Accounts
352
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2012 | $49.7M | $49.3M | $383.2K | 1 | 26 |
| Mar 2012 | $49.7M | $49.3M | $383.2K | 1 | 26 |
| Mar 2012 | $49.7M | $49.3M | $383.2K | 1 | 26 |
| Mar 2012 | $49.7M | $49.3M | $383.2K | 1 | 26 |
| Feb 2012 | $33.9M | $33.5M | $402K | 1 | 26 |
| Jan 2012 | $33.9M | $33.5M | $402K | 1 | 26 |
| Jan 2012 | $33.9M | $33.5M | $402K | 1 | 26 |
| Dec 2011 | $33.9M | $33.5M | $402K | 1 | 26 |
| Mar 2011 | $33.9M | $33.5M | $402K | 5 | -- |
| Mar 2011 | $33.9M | $33.5M | $402K | 5 | -- |
| Oct 2010 | $27.4M | $27M | $350K | 5 | -- |
| Jan 2010 | $27.4M | $27M | $350K | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Oct 2009 | $0 | $0 | $0 | 5 | -- |
DateMay 2012
Total AUM$49.7M
Discretionary$49.3M
Non-Disc.$383.2K
Employees1
Clients26
DateMar 2012
Total AUM$49.7M
Discretionary$49.3M
Non-Disc.$383.2K
Employees1
Clients26
DateMar 2012
Total AUM$49.7M
Discretionary$49.3M
Non-Disc.$383.2K
Employees1
Clients26
DateMar 2012
Total AUM$49.7M
Discretionary$49.3M
Non-Disc.$383.2K
Employees1
Clients26
DateFeb 2012
Total AUM$33.9M
Discretionary$33.5M
Non-Disc.$402K
Employees1
Clients26
DateJan 2012
Total AUM$33.9M
Discretionary$33.5M
Non-Disc.$402K
Employees1
Clients26
DateJan 2012
Total AUM$33.9M
Discretionary$33.5M
Non-Disc.$402K
Employees1
Clients26
DateDec 2011
Total AUM$33.9M
Discretionary$33.5M
Non-Disc.$402K
Employees1
Clients26
DateMar 2011
Total AUM$33.9M
Discretionary$33.5M
Non-Disc.$402K
Employees5
Clients--
DateMar 2011
Total AUM$33.9M
Discretionary$33.5M
Non-Disc.$402K
Employees5
Clients--
DateOct 2010
Total AUM$27.4M
Discretionary$27M
Non-Disc.$350K
Employees5
Clients--
DateJan 2010
Total AUM$27.4M
Discretionary$27M
Non-Disc.$350K
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateOct 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--