MCGUIRE WEALTH MANAGEMENT

RIASEC RegisteredEst. 2018

Total AUM

$1.1B

Discretionary

$1.1B

100% of AUM

Avg account

$1.3M

Accounts

839

Employees

Advisory reps

Firm details

Headquarters: WAKEFIELD, Rhode Island
CRD number: 296271
Registered since: July 26, 2018
Website: www.mcguirewealth.com
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
Fee structure: Percentage of AUM
Client types: HNWI92.11%
Individuals5.37%
Pension & Profit Sharing Plans1.65%
Charitable Organizations0.64%
Corporations / Businesses0.23%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting

Firm profile

FINTRX

Overview

Mcguire Wealth Management is an independent registered investment adviser organized as a limited liability company and first SEC-registered in 2018. The firm is owned by an individual and charges clients based on a percentage of assets under management. Its client base includes both individuals and families as well as institutional clients. Core advisory services listed include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting support. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator. Its setup and service mix point to a traditional RIA model focused on discretionary portfolio management and planning rather than operating as a fund sponsor or multi-manager allocator.