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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MCGEE WEALTH MANAGEMENT, INC.

CRD 109847

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4557b3f9-8ab5-ea9e-e171-3c428461f8c8

Data as of Feb 16, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 1
On other graphs: 0
Observed: Nov 30, 2011 to Feb 16, 2021
29 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $554MItem 5.F on the latest filing (2021-02-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $529M
Private client RAUM: $519MderivedItem 5.D individuals plus high net worth individuals
Private client share: 94%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 8
Advisory employees: 6
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 1,414
Individual clients: 450
High net worth clients: 194
Custody, client assets: $3.1M
SEC number: 801-34233
CRD: 109847
Filings on the tape: 29
First filed: Nov 30, 2011
Latest filed: Feb 16, 2021
Organised: Corporation, Oregon

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
DOBBINS, D. LINETTE	PRESIDENT/CHIEF COMPLIANCE OFFICER	Na	yes	01/2005	Nov 30, 2011	Feb 16, 2021
MCGEE, JUDITH, ANN	CHAIRMAN/CEO	Na	yes	01/2005	Nov 30, 2011	Feb 16, 2021
MERCER GLOBAL ADVISORS INC.	PARENT COMPANY	E	yes	12/2020	Jan 8, 2021	Feb 16, 2021
BERRY, SARAH, ELISE	Owner	Na	no	01/2020	Jun 30, 2020	Feb 16, 2021
CURRIN-GUTRIDGE, JENNIFER	Owner	Na	no	01/2019	Feb 27, 2020	Feb 16, 2021

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Feb 27, 2020	$554M	$529M	8	6	0	n/a	n/a
2018	Mar 20, 2019	$431M	$431M	5	4	0	n/a	n/a
2017	Mar 18, 2018	$448M	$447M	6	4	0	n/a	n/a
2016	Feb 14, 2017	$364M	$363M	6	4	n/a	n/a	n/a
2015	Mar 23, 2016	$330M	$330M	6	4	n/a	n/a	n/a
2014	Mar 31, 2015	$331M	$317M	6	4	n/a	n/a	n/a
2013	Apr 15, 2014	$288M	$281M	7	4	n/a	n/a	n/a
2012	Apr 1, 2013	$215M	$210M	7	4	n/a	n/a	n/a
2011	Apr 3, 2012	$203M	$197M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$554M	$431M	28.6%	$364M	15.1%	8	5	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERCER GLOBAL ADVISORS INC.	3	Mar 29, 2021	Mar 29, 2021	PORTLAND, OR	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← MERCER GLOBAL ADVISORS INC.OwnerPARENT COMPANY, ownership code E, domestic entity
Jan 8, 2021 to presentfactForm ADV
← DOBBINS, D. LINETTEOwnerPRESIDENT/CHIEF COMPLIANCE OFFICER, ownership code NA, individual
Nov 30, 2011 to presentfactForm ADV
← MCGEE, JUDITH, ANNOwnerCHAIRMAN/CEO, ownership code NA, individual
Nov 30, 2011 to presentfactForm ADV

Owns (2)

← CURRIN-GUTRIDGE, JENNIFEROwnerOWNER, ownership code NA, individual
Feb 27, 2020 to presentfactForm ADV
← BERRY, SARAH, ELISEOwnerOWNER, ownership code NA, individual
Jun 30, 2020 to presentfactForm ADV

Moved with (1)

→ MERCER GLOBAL ADVISORS INC.Registered adviser3 advisors, firm absorbed, same day
Mar 29, 2021 to Mar 29, 2021factForm ADV

Registered with (5)

← JENNIFER CURRIN GUTRIDGEAdvisorregistration: previous registration
Oct 2, 2002 to Mar 29, 2021factForm ADV
← SARAH ELISE BERRYAdvisorregistration: previous registration
Apr 23, 2019 to Mar 29, 2021factForm ADV
← Theresa May BedardAdvisorregistration: previous registration
Aug 14, 2013 to Mar 29, 2021factForm ADV
← TRAVIS ALLEN HARPERAdvisorregistration: previous registration
Apr 13, 2017 to Feb 28, 2019factForm ADV
← John FairclothAdvisorregistration: previous registration
Apr 10, 2012 to Feb 12, 2014factForm ADV

Dated events

Occurred
Feb 27, 2020
Regulatory AUM changed
Mcgee Wealth Management, Inc. reported RAUM $553.8M, up 29% from $430.7M (2019-04-18 to 2020-02-27)
Form ADVobserved 3 days ago
$123M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4557b3f9-8ab5-ea9e-e171-3c428461f8c8
First observed: Nov 30, 2011
Last observed: Feb 16, 2021 68 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MCGEE WEALTH MANAGEMENT, INC.

CRD 109847

PORTLAND, OR

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4557b3f9-8ab5-ea9e-e171-3c428461f8c8

Data as of Feb 16, 2021 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:57 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

DOBBINS, D. LINETTE

PRESIDENT/CHIEF COMPLIANCE OFFICER

yes

01/2005

Nov 30, 2011

Feb 16, 2021

MCGEE, JUDITH, ANN

CHAIRMAN/CEO

yes

01/2005

Nov 30, 2011

Feb 16, 2021

MERCER GLOBAL ADVISORS INC.

PARENT COMPANY

yes

12/2020

Jan 8, 2021

Feb 16, 2021

BERRY, SARAH, ELISE

Owner

01/2020

Jun 30, 2020

Feb 16, 2021

CURRIN-GUTRIDGE, JENNIFER

Owner

01/2019

Feb 27, 2020

Feb 16, 2021

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Feb 27, 2020

$554M

$529M

n/a

2018

Mar 20, 2019

$431M

n/a

2017

Mar 18, 2018

$448M

$447M

n/a

2016

Feb 14, 2017

$364M

$363M

n/a

2015

Mar 23, 2016

$330M

n/a

2014

Mar 31, 2015

$331M

$317M

n/a

2013

Apr 15, 2014

$288M

$281M

n/a

2012

Apr 1, 2013

$215M

$210M

n/a

2011

Apr 3, 2012

$203M

$197M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$554M

$431M

28.6%

$364M

15.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERCER GLOBAL ADVISORS INC.

Mar 29, 2021

PORTLAND, OR

Firm absorbed

RIA to RIA

100.0%