RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 16, 2012
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MC GERVEY, EDWARD, MICHAELIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control
MCGERVEY, MONICA, SUEIMANAGING MEMBER/CHIEF COMPLIANCE OFFICERE Control

Registrations

Federal

IA
May 16, 2012 REGISTERED

Notice Filings (1)

OH

Address

6263 FRANK AVENUE, NW
NORTH CANTON, OH 44720
United States
Phone: 330-966-2100