McGorman Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
McGorman Wealth Management offers financial planning and portfolio management services for individual and institutional clients, and also conducts educational seminars and workshops. The firm discloses both fixed-fee and hourly-fee arrangements and uses third-party custodians for independent transaction reporting and recordkeeping.
The firm incorporates a focus on data protection and technology risk management into its advisory practice, reflecting the principal’s background in information technology and cybersecurity and concurrent role as an IT supervisor at a regional electric cooperative. Internal supervision includes annual compliance reviews and oversight of account management processes.
Compared with many peers in its category, the firm’s combination of financial planning, portfolio management for both individuals and institutions, fee flexibility (hourly and fixed), and client-facing educational programming is uncommon. The firm does not act as a private fund adviser and relies on an owner-led supervisory model and third-party custodians for operational controls.
Client services
Main office
Watford City ND
Advisors at this office
1
Most active in
North Dakota
Also doing business as
Mcgorman Wealth Management · Mcgorman Wealth Management, LLC
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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