MCM WEALTH

RIASEC RegisteredEst. 2021

Total AUM

$171M

Discretionary

$109M

64% of AUM

Avg account

$436K

Accounts

392

Employees

Advisory reps

Firm details

Headquarters: NOVATO, California
CRD number: 136075
Registered since: November 1, 2021
Website: www.mcmwealth.com
Custodians: FIDELITY DISTRIBUTORS COMPANY LLC, COLUMBIA PRIVATE TRUST
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI95.78%
Individuals2.44%
Corporations / Businesses1.78%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

MCM Wealth is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2021. The firm is owned by an individual and positions itself as a capital allocator for both private clients (individuals and families) and institutional relationships. It manages client relationships through a mix of percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm's stated advisory activities include comprehensive financial planning, portfolio management for individuals and small businesses, selecting third-party advisers for clients, and running educational seminars or workshops. MCM Wealth does not identify as an active ESG investor and does not list pension consulting or related-adviser activities among its services.