MCKELVEY WEALTH MANAGEMENT, LLC

Overview

Mckelvey Wealth Management, LLC is an independent, individually owned registered investment adviser organized as an LLC that focuses on financial planning and discretionary portfolio management for individuals and small businesses. Its client base is predominantly individual and family relationships. The firm charges clients primarily by a percentage of assets under management and also offers hourly billing for planning or advisory work. It does not present itself as a capital allocator, does not identify as an active ESG investor, and is not described as a multi-state or pension consulting adviser. Advisory activity centers on traditional wealth management — developing financial plans and running portfolios rather than operating external manager platforms or serving as a multi-family office. The firm’s model appears straightforward: fee-based investment management combined with planning, with use of third-party funds and custodial relationships to implement client strategies.

Assets & Accounts

Investments & Alternatives