MCGRATH WEALTHCARE, LLC

Overview

Mcgrath Wealthcare, LLC is a privately held limited liability company that advises individuals and families. The firm operates on a percentage-of-assets-under-management fee model and is owned by an individual. It does not market itself as an ESG-focused adviser, is not registered as a multistate adviser, and the year it first registered with the SEC is not reported. Service lines center on discretionary portfolio management for individuals and small businesses, selecting and overseeing other advisers, and providing educational seminars and workshops. The firm is identified as a capital allocator, and it has an industry affiliation with a law firm.

Assets & Accounts

Investments & Alternatives

Location & Offices