MCM Wealth

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 individually owned and identifies as a capital allocator that works with both individual and family clients as well as institutional investors. Its client-facing services emphasize financial planning, portfolio management for individuals and small businesses, selection of third‑party advisers, and educational seminars or workshops. The firm uses a mix of fee arrangements — percentage-of-AUM, hourly billing, and fixed fees — and is not identified as an active ESG investor. Regulatory metadata lists it as not a multi‑state adviser despite operating across multiple states. MCM Wealth also reports acting as a selector of external managers, which aligns with its capital allocator role.

Assets & Accounts

Investments & Alternatives

Location & Offices