MC Wealth Advisors LLC
Firm details
- Headquarters
- ,
- CRD number
- 336851
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI96.25%
- Individuals3.75%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
MC Wealth Advisors LLC is a small, privately organized advisory firm operating as a limited liability company. The firm identifies as a capital allocator and focuses on fee-based financial advice for individuals and small businesses. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small-business clients, and the selection/oversight of other advisers. The firm bills through a mix of percentage-of-AUM fees plus the ability to charge hourly and fixed fees. It does not position itself as an active ESG investor. Industry affiliation noted in filings ties the firm to a law firm; other corporate ownership or related-adviser relationships are not reported. MC Wealth Advisors is not registered as a multistate adviser or pension consultant and is not classified under a standard advisor category in the snapshot.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities83%
- Public Funds/Mutual Funds11%
- Cash & Cash Equivalents6%
Contacts
1 of 1
Matthew Chodosh
FounderCRD 5937225
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations