Mcnaughton Wealth Management, LLC

RIASEC Registered

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 organized as an LLC. The firm is SEC registered (2019) and serves primarily individual and family clients. Its owner structure is a mix of a domestic entity and an individual, and it operates as a capital allocator—sourcing and placing client capital into third‑party strategies in addition to managing in‑house portfolios. Fee arrangements include a percentage of assets under management, hourly charges and fixed fees. Core advisory activities listed by the firm include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting, and the selection of other advisers. The firm is affiliated with an insurance company and does not identify as an active ESG investor.