Mcgrath Wealthcare, LLC

Overview

Mcgrath Wealthcare, LLC is an independent, individually owned RIA organized as an LLC that focuses on serving individual and family clients. The firm charges fees as a percentage of assets under management and lists portfolio management for individuals and small businesses, selection of other advisers, and educational seminars/workshops among its advisory services. It is identified as a capital allocator and does not position itself as an ESG-focused investor. The firm reports an industry affiliation with a law firm, which may reflect either a strategic relationship or a client source. There is no public SEC registration noted in the provided data.

Assets & Accounts

Investments & Alternatives

Location & Offices