RIA Intel›Advisers›West Virginia›MCKEE WEALTH MANAGEMENT

MCKEE WEALTH MANAGEMENT

Advisory

HURRICANE, WV

Data as of Apr 29, 2026 · Source: SEC Form ADV

Average account

$191K

across 4 accounts

AUM per adviser

$763K

1 advisers

Source: SEC Form ADV. Figures as filed Apr 29, 2026.

Total AUM

$763K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$763K

Discretionary AUM$763K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWV

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WV

Closest by assets under management. All figures from Form ADV.

4 SEASONS ADVISORS, LLC

PRINCETON, WV

$700K

THE SPANO GROUP WEALTH MANAGERS

PRESIDENT & CEO, WV

$1M

LEGACY COVENANT LLC

$476K

JONDAKNOWS FINANCIAL GROUP, INC.

HUNTINTON, WV

$1M

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