McKelvey Wealth Management, LLC

The firm provides investment advisory services to individuals (including high‑net‑worth clients) and small businesses, offering discretionary portfolio management as well as standalone financial planning and consulting. As of December 31, 2025 it reported approximately $59.3 million in discretionary assets under management across about 82 client relationships.

Portfolios are custom‑tailored and implemented on a discretionary basis, with asset allocation constructed from mutual funds, ETFs, individual equities and fixed income and occasional insurance products; the firm monitors accounts and adjusts holdings in consideration of client objectives, market conditions, and changes in a client’s financial situation. Clients who engage for portfolio management receive certain ad‑hoc financial planning and consulting as part of the service, while standalone planning is offered on an hourly basis and is typically not updated unless the client requests further work.

Noteworthy features relative to many peers include a requirement that portfolio accounts be custodied and traded through a specific independent broker‑dealer (Charles Schwab), the firm’s acceptance of custodial technology and research benefits from that custodian, and a policy not to accept proxy‑voting authority for client securities. The firm manages only discretionary assets, does not participate in wrap fee programs or charge performance‑based fees, and generally maintains a $350,000 portfolio minimum (subject to waiver), which may affect how its service model compares with other independent advisers.