# McKee Wealth Management

> McKee Wealth Management is a state-registered investment advisory firm in Hurricane, WV, registered since 2021, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 29, 2026.

- CRD: 182518
- Filed as: MCKEE WEALTH MANAGEMENT
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hurricane, WV
- Filing period: October 2026
- Form ADV filing dated: April 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/182518
- AdvisorCensus page: https://advisorcensus.com/firm/mckee-wealth-management-hurricane-wv-182518

## Quick answers

**How is McKee Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), McKee Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is McKee Wealth Management located?**
McKee Wealth Management's principal office is in Hurricane, WV, according to its Form ADV.

**Is McKee Wealth Management registered with the SEC or a state?**
McKee Wealth Management is a state-registered investment advisory firm, registered since 2021. Status as filed: APPROVED. CRD 182518.

**How much does McKee Wealth Management manage?**
McKee Wealth Management reports $763,454 in regulatory assets under management in its Form ADV filing dated April 29, 2026 (100% discretionary).

**What types of clients does McKee Wealth Management serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does McKee Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/182518

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $763,454
- Discretionary: $763,454
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $763,454 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mckeewealth.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McKee Wealth Management (CRD 182518): Form ADV filing data as of October 2026.