MCNAUGHTON WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2019

Total AUM

$292M

Discretionary

$282M

97% of AUM

Avg account

$309K

Accounts

944

Employees

Advisory reps

Firm details

Headquarters: SAN DIEGO, California
CRD number: 300330
Registered since: April 9, 2019
Website: www.mcnaughtonwealthmgmt.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI82.65%
Individuals15.24%
Pension & Profit Sharing Plans2.11%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Mcnaughton Wealth Management, LLC is an independent registered investment adviser that functions as a capital allocator for individual and family clients. Since its SEC registration in 2019 the firm has focused on discretionary portfolio management and financial planning, while also providing portfolio services for small businesses and institutions and the selection of outside advisers when appropriate. Fee arrangements include a percentage-of-AUM schedule supplemented by hourly and fixed-fee engagements. The firm’s public holdings and asset mix point to a core built from public funds and ETFs with an explicit fixed-income bias — the Vanguard Total Bond Market Index Fund is its largest position. Mcnaughton complements that core with external manager allocations into hedge funds and real estate to add diversification and illiquidity premia, and it uses annuities and mutual funds as tactical or client-specific solutions. The firm is not an active ESG investor.