LeadIQ logo
Learn more at LeadIQ.com

Insights

Loading spinner
Gathering insights about McGervey Wealth Management…

McGervey Wealth Management Tech Stack

McGervey Wealth Management uses 2 technology products and services including Business Catalyst, AddThis, and more. Explore McGervey Wealth Management's tech stack below.

  • Business Catalyst
    Content Management System
  • AddThis
    Widgets

McGervey Wealth Management's Email Address Formats

McGervey Wealth Management uses at least 1 format(s):
McGervey Wealth Management Email FormatsExamplePercentage
FLast@mcgerveywealth.comJDoe@mcgerveywealth.com
67%
FMLast@mcgerveywealth.comJMDoe@mcgerveywealth.com
33%

Frequently Asked Questions

Where is McGervey Wealth Management's headquarters located?

Minus sign iconPlus sign iconMcGervey Wealth Management's main headquarters is located at 4001 Whipple Avenue Northwest Suite 202 Canton, Ohio 44718 United States. The company has employees across 1 continents, including North America.

What is McGervey Wealth Management's phone number?

Minus sign iconPlus sign icon You can contact McGervey Wealth Management's main corporate office by phone at
+1-330-966-****
. 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 McGervey Wealth Management's official website and social media links?

Minus sign iconPlus sign iconMcGervey Wealth Management's official website is mcgerveywealth.com and has social profiles on LinkedIn.

What is McGervey Wealth Management's NAICS code?

Minus sign iconPlus sign iconMcGervey Wealth Management's NAICS code is 52 - Finance and Insurance.

How many employees does McGervey Wealth Management have currently?

Minus sign iconPlus sign iconAs of June 2026, McGervey Wealth Management has approximately 2 employees across 1 continents, including North America. Key team members include Wealth Advisor: M. M. C.. Explore McGervey Wealth Management's employee directory with LeadIQ.

What industry does McGervey Wealth Management belong to?

Minus sign iconPlus sign iconMcGervey Wealth Management operates in the Financial Services industry.

What technology does McGervey Wealth Management use?

Minus sign iconPlus sign iconMcGervey Wealth Management's tech stack includes Business CatalystAddThis.

What is McGervey Wealth Management's email format?

Minus sign iconPlus sign iconMcGervey Wealth Management's email format typically follows the pattern of FLast@mcgerveywealth.com. Find more McGervey Wealth Management email formats with LeadIQ.

When was McGervey Wealth Management founded?

Minus sign iconPlus sign iconMcGervey Wealth Management was founded in 2003.

McGervey Wealth Management

Financial ServicesOhio, United States2-10 Employees

McGervey Wealth Management is a financial services firm based in Canton, Ohio, serving clients nationwide. A small team provides proactive wealth management guidance for select families and business owners, emphasizing service and ongoing advisor involvement.

Within the financial services industry, the firm aims to support informed decision‑making through education and clear communication, with a focus on helping clients achieve lasting financial security for their families. Its stated mission centers on exceeding client expectations, and its vision positions the firm as a trusted advisor through professional expertise, integrity, personalized service, and teamwork. In December 2022, Mariner Wealth Advisors acquired McGervey Wealth Management.

Section iconCompany Overview

Headquarters
4001 Whipple Avenue Northwest Suite 202 Canton, Ohio 44718 United States
Phone number
+1-330-966-****
Website
mcgerveywealth.com
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $1M$10M

    McGervey Wealth Management's revenue is estimated to be in the range of $1M$10M

Section iconFunding & Financials

  • $1M$10M

    McGervey Wealth Management's revenue is estimated to be in the range of $1M$10M

Company Leadership

  • Stylized image of a person
    M. M. C.
    Wealth Advisor
    Phone icon
    Mobile Phone

Employee Directory

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust LeadIQ to help them build pipeline confidently.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.