Mcnaughton Wealth Management, LLC is a large advisory firm based in San Diego. It manages $109.3 million of regulatory assets for 628 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdictions of Arizona, California, and Texas.
Mcnaughton Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Mcnaughton Wealth Management, LLC is $109.3 million. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Mcnaughton Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and high net worth individuals. The largest group of clients of Mcnaughton Wealth Management is high net worth individuals with 154 clients and $55 million of assets under management. Among the 11 most similar advisory firms, Mcnaughton Wealth Management has the 3rd lowest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $109.3 million for 186 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Mcnaughton Wealth Management doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 3 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Mcnaughton Wealth Management, LLC performs its advisory services is located at 3655 Nobel Drive, San Diego, CA 92122, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number (858) 693-2310. The normal business hours are monday - thursday 9am - 4:30pm; friday 9am - 3pm on Monday - Friday. You can find more information about the New York firm at mcnaughtonwealthmgmt.com.