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Mcgervey Wealth Management, LLC (North Canton)


Mcgervey Wealth Management, LLC is an adviser based in North Canton. It manages $49.7 million of regulatory assets for 352 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of Ohio.




Mcgervey Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Mcgervey Wealth Management: assets under management

The assets under management (AUM) of Mcgervey Wealth Management, LLC is $49.7 million. The firm's AUM has grown by 82% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $49.31 million in discretionary accounts and $383.16 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $141.3 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $127.72 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mcgervey Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in North Canton

The principal office where Mcgervey Wealth Management, LLC performs its advisory services is located at 6263 Frank Avenue, Nw, North Canton, OH 44720, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 330-966-2100 or by fax (330) 966-3908. The normal business hours are 8:30 am - 5:30 pm on Monday - Friday.


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