MC Wealth Advisors LLC

RIASEC Registered

Total AUM

$2.2M

Discretionary

$82.3K

4% of AUM

Avg account

$366K

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 336851
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI96.25%
Individuals3.75%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

MC Wealth Advisors LLC is a small, privately organized advisory firm operating as a limited liability company. The firm identifies as a capital allocator and focuses on fee-based financial advice for individuals and small businesses. Its advisory services include financial planning, discretionary and non-discretionary portfolio management for individuals and small-business clients, and the selection/oversight of other advisers. The firm bills through a mix of percentage-of-AUM fees plus the ability to charge hourly and fixed fees. It does not position itself as an active ESG investor. Industry affiliation noted in filings ties the firm to a law firm; other corporate ownership or related-adviser relationships are not reported. MC Wealth Advisors is not registered as a multistate adviser or pension consultant and is not classified under a standard advisor category in the snapshot.