McGervey Wealth Management

Finance · 1-10 Employees

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Overview

Phone Number

(330) 493-9300

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1

About McGervey Wealth Management

McGervey Wealth Management - the private wealth managers business owners and high-net-worth individuals prefer.Explore more
McGervey Wealth Management's Social MediaPopular SearchesMcgervey Wealth Management LLCMcGervey Wealth ManagementMcGervey WealthMcgervey Capital LLCMcgervey & Assoc LLCSIC Code 62,628NAICS Code 52,523Show more

McGervey Wealth Management Org Chart

PhoneEmail
TR

Director, Financial Planning

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

McGervey Wealth Managemen...

<$5M
1-10
Private
-
2003
TR
Teri RauschenbachDirector, Financial Planning
$7.6M
11-50
Private
-
1962
<$5M
11-50
Private
-
1998
Peter Leitner, Founder & Chief Executive Officer at Waterford Advisors
Peter LeitnerFounder & CEO
<$5M
1-10
Private
-
-
CW
Christopher WeismillerPrincipal, Wealth Advisor
<$5M
1-10
Private
-
2010
KH
Kena HansonOffice Manager
<$5M
1-10
Private
-
2007
JB
Jeffery BrookshireCertified Financial Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

McGervey Wealth Management Tech Stack

A closer look at the technologies used by McGervey Wealth Management

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Frequently Asked Questions Regarding McGervey Wealth Management

What is McGervey Wealth Management's official website?
McGervey Wealth Management's official website is www.mcgerveywealth.com
What is McGervey Wealth Management's Revenue?
McGervey Wealth Management's revenue is <$5 Million
What is McGervey Wealth Management's SIC code?
McGervey Wealth Management's SIC: 62,628
What is McGervey Wealth Management's NAICS code?
McGervey Wealth Management's NAICS: 52,523
How many employees does McGervey Wealth Management have?
McGervey Wealth Management has 1-10 employees
What industry does McGervey Wealth Management belong to?
McGervey Wealth Management is in the industry of: Finance, Securities Trading
What is McGervey Wealth Management competition?
McGervey Wealth Management top competitors include: Focus Financial Network, Reynolds Wealth Management, Waterstone Private Wealth Management, Waterford Advisors
What technology does McGervey Wealth Management use?
Some of the popular technologies that McGervey Wealth Management uses are: Eploy, Engage ATS, Empetus, Voracio
How do I contact McGervey Wealth Management?
McGervey Wealth Management contact info: Phone number: (330) 493-9300 Website: www.mcgerveywealth.com
What does McGervey Wealth Management do?

McGervey Wealth Management - the private wealth managers business owners and high-net-worth individuals prefer.... Read More

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

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