Mcnaughton Wealth Management, LLC
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
FINTRXOverview
Mcnaughton Wealth Management, LLC is an independent registered investment adviser organized as an LLC and operating since 2019. The firm serves individual and family clients and offers comprehensive financial planning and portfolio management across individual, small-business and institutional client segments. Its advisory services include pension consulting and the selection of third‑party advisers; the firm also describes itself as a capital allocator, placing client capital with external managers where appropriate. Fee arrangements combine asset‑based fees with hourly and fixed-fee engagements. The firm is not positioned as an ESG investor and lists an industry affiliation with an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities9%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Contacts
3 of 4
Jennifer Matthews
Director of Asset ManagementCRD 6314330
Patrick Mcnaughton
Managing Director, Private Wealth AdvsiorCRD 4368062
Jennifer Wilson
Director of Financial PlanningCRD 6707186
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 75Active vs passive
$305M in ETFs
82%
$249M
14%
$55.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $30.5M | 44,399 | 10.00% |
Location
San Diego, CA
San Diego
Location
San Diego, CA
Headquartered in San Diego, CA, in the West of the United States.
- Region
- West
- County
- San Diego
- Address
- 3655 Nobel Dr
- Time zone
- PT (UTC-8)
- Office locations
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