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McGee Wealth Management

mcgeewm.com

Stage

Acquired | Acquired

About McGee Wealth Management

McGee Wealth Management is a fee-based fiduciary firm supporting a select group of individuals, multigenerational families, executives, and business owners. The company offers services in wealth management, investment management, financial planning, and estate planning.On January 11th, 2021, McGee Wealth Management was acquired by Mercer Advisors. The terms of the transaction were not disclosed.

Headquarters Location

12455 SW 68th Ave.

Portland, Oregon, 97223,

United States

503-597-2222

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Latest McGee Wealth Management News

Mercer Buys Two RIAs with a Combined $1.6 Billion AUM

Jan 12, 2021

The DI Wire Mercer Global Advisors Inc., a registered investment adviser, has acquired McGee Wealth Management and Atlanta Financial Associates. January 12, 2021 Mercer Global Advisors Inc., a registered investment adviser, has acquired McGee Wealth Management Inc., a firm located in Portland, Oregon with approximately $815 million in assets under management and roughly 800 clients. The firm also purchased Georgia-based Atlanta Financial Associates LLC which has approximately $815 million in AUM and approximately 570 clients. Both transactions closed on December 31, 2020. McGee Wealth was founded by Judith McGee, who was inducted into Research Magazine’s Advisor Hall of Fame in 2015, to provide comprehensive wealth management services to high-net-worth clients. In addition to McGee, the firm’s shareholders include her daughter Linette Dobbins, as well as Jennifer Gutridge and Sarah Elise Berry. In all, 15 team members will be joining the Mercer Advisors’ team. Atlanta Financial was founded in 1992 by Julianne Andrews and Cathy Miller, also focusing on providing comprehensive wealth management services to high-net-worth clients. In addition to Andrews and Miller, the firm’s shareholders include Rick Henderson and Chris Blackmon. In total, 19 Atlanta Financial team members joined Mercer. Established in 1985, Mercer Global Advisors is a full-service wealth management firm that provides investment advice, financial and estate planning, and taxes, and corporate trustee and trust administration services. The firm has more than $25.5 billion in client assets. Headquartered in Denver, Mercer Advisors is privately held, has approximately 500 employees, and has 45+ locations across the country. Mercer Advisors Inc. is a parent company of Mercer Global Advisors Inc., majority owned by both Oak Hill Capital and Genstar Capital.

McGee Wealth Management Frequently Asked Questions (FAQ)

  • Where is McGee Wealth Management's headquarters?

    McGee Wealth Management's headquarters is located at 12455 SW 68th Ave., Portland.

  • What is McGee Wealth Management's latest funding round?

    McGee Wealth Management's latest funding round is Acquired.

  • Who are the investors of McGee Wealth Management?

    Investors of McGee Wealth Management include Mercer Advisors.

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