Insights

Mid-sized Market Presence McGee Wealth Management competes in the financial services industry with an employee base of 501 to 1000 staff and revenue estimated between 1 million to 10 million dollars, indicating a sizable client base and potential for upselling or expanding service offerings.

Growth Opportunities Operating under Mercer Global Advisors Inc., which owns the McGee brand, there is significant room for cross-promotional strategies within a broader network, allowing targeted outreach to similar firms or clients seeking personalized wealth management solutions.

Technology Utilization McGee Wealth Management's tech stack leveraging Google services, RequireJS, Lua, and Adobe Fonts suggests a focus on digital presence and web-based client engagement, providing avenues for innovative digital marketing and client onboarding solutions.

Financial Services Focus With all investment-related services offered through Mercer Global Advisors Inc., there is an opportunity to introduce advanced financial planning tools, supplementary advisory software, or educational resources to enhance client retention and attract high-net-worth individuals.

Industry Competition Comparing to industry giants like Charles Schwab and Fidelity Investments, McGee's more personalized approach presents opportunities to target niche markets or under-served segments that value customized wealth management over scale.

McGee Wealth Management Tech Stack

McGee Wealth Management uses 8 technology products and services including Google Hosted Libraries, Google Fonts API, RequireJS, and more. Explore McGee Wealth Management's tech stack below.

Google Hosted Libraries

Content Delivery Network

Google Fonts API

Font Scripts

RequireJS

Javascript Frameworks

Lua

Programming Languages

Google Tag Manager

Tag Management

YouTube

Video Players

Adobe Fonts

Web Fonts

OpenResty

Web Servers

McGee Wealth Management Email Formats	Example	Percentage
First@mcgeewm.com	John@mcgeewm.com	50%
First@mcgeewm.com	John@mcgeewm.com	50%

McGee Wealth Management Email Formats

Example

Percentage

First@mcgeewm.com

John@mcgeewm.com

50%

First@mcgeewm.com

John@mcgeewm.com

50%

Frequently Asked Questions

Where is McGee Wealth Management's headquarters located?

McGee Wealth Management's main headquarters is located at 12455 Southwest 68th Avenue Portland, Oregon 97223 United States. The company has employees across 1 continents, including North America.

What is McGee Wealth Management's phone number?

You can contact McGee Wealth Management's main corporate office by phone at

+1-503-597-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is McGee Wealth Management's official website and social media links?

McGee Wealth Management's official website is mcgeewm.com and has social profiles on LinkedIn.

What is McGee Wealth Management's NAICS code?

McGee Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does McGee Wealth Management have currently?

As of December 2025, McGee Wealth Management has approximately 501 employees across 1 continents, including North America. Key team members include Owner Mcgee Management And Promotion: B. M.Executive Vice President: J. C. G.Director Of Administration And Business Development: J. B.. Explore McGee Wealth Management's employee directory with LeadIQ.

What industry does McGee Wealth Management belong to?

McGee Wealth Management operates in the Financial Services industry.

What technology does McGee Wealth Management use?

McGee Wealth Management's tech stack includes Google Hosted LibrariesGoogle Fonts APIRequireJSLuaGoogle Tag ManagerYouTubeAdobe FontsOpenResty.

What is McGee Wealth Management's email format?

McGee Wealth Management's email format typically follows the pattern of First@mcgeewm.com. Find more McGee Wealth Management email formats with LeadIQ.

When was McGee Wealth Management founded?

McGee Wealth Management was founded in 1983.

McGee Wealth Management

Q: What is McGee Wealth Management's official website and social media links?

McGee Wealth Management's official website is mcgeewm.com. McGee Wealth Management has social profiles on LinkedIn.

Q: How many employees does McGee Wealth Management have currently?

McGee Wealth Management has approximately 501 employees.

Q: What technology does McGee Wealth Management use?

McGee Wealth Management's tech stack includes Amazon Web Services, RequireJS, Varnish, jQuery, Google Fonts API.

Financial ServicesOregon, United States501-1000 Employees

The McGee Wealth Management is committed to your personal success and quality of life, whatever phase you're in. We're proud to share our decades of financial planning, wealth management, insight, and understanding to help you realize your goals.
_______________________________
503-597-2222

Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services. Mercer Advisors Inc. is the parent company of Mercer Global Advisors Inc. and is not involved with investment services. Mercer Global Advisors Inc. owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services.

Mercer Global Advisors Inc. owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services. Mercer Advisors Inc. is a Delaware corporation and is in no way affiliated with Mercer LLC, Mercer Investments, or the Marsh & McLennan Companies. Mercer Global Advisors Inc. is registered with the Securities and Exchange Commission and delivers all investment-related services.

Securities offered through Lion Street Financial, LLC (512.776.8400), member FINRA, SIPC. Investment Advisory Services offered through Mercer Global Advisors Inc., which owns and utilizes the McGee Wealth Management wordmark and logo in marketing its investment advisory and ancillary services. LSF is not affiliated with McGee Wealth Management or Mercer Global Advisors. Lion Street Financial, LLC and Lion Street Advisors, LLC are affiliated companies and do not provide tax or legal advice. Representatives may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. Your connection to this LinkedIn profile does not necessarily indicate that this Financial Professional is able to transact business in your state.

Insights

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