McGee Wealth Management

Finance · Texas, United States · 1-10 Employees

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Overview

Headquarters

848 Dominion Dr Ste 100, Katy, Texas, 77...

Phone Number

(281) 578-9293

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
1
1
1
1
1
1

About McGee Wealth Management

McGee Wealth Management specializes in providing personalized financial solutions for individuals, business owners, and professionals in the oil and gas and healthcare sectors. Their services include investment management, retirement planning, tax optimization, estate planning, and risk management, tailored to meet the unique needs of their clients. The firm emphasizes a strategic approach to financial planning, ensuring that clients' financial plans evolve alongside their changing circumstances. With a commitment to client success, McGee Wealth Management aims to empower clients to achieve financial security and peace of mind.Explore more
McGee Wealth Management's Social MediaPopular SearchesMcGee Wealth ManagementInvestment Insurance CoordinatorsInvestment Insurance Coordinators IncMcgee Investments LtdInvestment Insurance Coordinators" IncSIC Code 62,628NAICS Code 52,523Show more

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McGee Wealth Management

<$5M
1-10
Private
<$5M
2012
N/A
$5.6M
11-50
Private
-
2015
JK
Joseph KloecknerFinancial Advisor
<$5M
1-10
Private
-
2010
JR
Jarrod RutledgeFounding Partner
<$5M
1-10
Private
-
2010
DL
Dani LehrkeDirector, Operations
<$5M
1-10
Private
-
2011
N/A
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

McGee Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

McGee Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about McGee Wealth Management.

McGee Wealth Management financials insights

Gather financial insights about McGee Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2021

Debt

$120K

See All McGee Wealth Management's Financials Insights

McGee Wealth Management Tech Stack

A closer look at the technologies used by McGee Wealth Management

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Frequently Asked Questions Regarding McGee Wealth Management

What is McGee Wealth Management's official website?
McGee Wealth Management's official website is www.mcgeewealth.com
What is McGee Wealth Management's Revenue?
McGee Wealth Management's revenue is <$5 Million
What is McGee Wealth Management's SIC code?
McGee Wealth Management's SIC: 62,628
What is McGee Wealth Management's NAICS code?
McGee Wealth Management's NAICS: 52,523
How many employees does McGee Wealth Management have?
McGee Wealth Management has 1-10 employees
What industry does McGee Wealth Management belong to?
McGee Wealth Management is in the industry of: Finance, Securities Trading
What is McGee Wealth Management competition?
McGee Wealth Management top competitors include: Goodrich and Associates, Copper Canyon Wealth Management, Triton Wealth, Provident Wealth Management Group
What technology does McGee Wealth Management use?
Some of the popular technologies that McGee Wealth Management uses are: WordPress.org, PHP, Microsoft 365, GoDaddy DNS
How do I contact McGee Wealth Management?
McGee Wealth Management contact info: Phone number: (281) 578-9293 Website: www.mcgeewealth.com
What does McGee Wealth Management do?

McGee Wealth Management specializes in providing personalized financial solutions for individuals, business owners, and professionals in the oil and gas and healthcare sectors. Their services include investment management, retirement planning, tax optimization, estate planning, and risk management, tailored to meet the unique needs of their clients... . The firm emphasizes a strategic approach to financial planning, ensuring that clients' financial plans evolve alongside their changing circumstances. With a commitment to client success, McGee Wealth Management aims to empower clients to achieve financial security and peace of mind.Read More

What are McGee Wealth Management social media links?
McGee Wealth Management Linkedin page McGee Wealth Management Facebook page
Is McGee Wealth Management a public company?
McGee Wealth Management is private company therefore does not currently have an official ticker symbol
See more information about McGee Wealth Management

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