Company Information

Get to know McKinley Wealth Management

Founded in 2003, McKinley Wealth Management operates as an independent, fee-only Registered Investment Advisor (RIA) committed to a fiduciary standard. The firm provides personalized and comprehensive financial planning, investment management, and retirement plan services to a diverse clientele including individuals, families, businesses, and non-profit organizations. With a history rooted in West Virginia, the company has expanded its presence in the Mid-Atlantic region, focusing on building long-term client relationships based on objectivity, integrity, and dedicated service.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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McKinley Wealth Management

United States

Founded in

1999 (27 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.