Mcm Wealth
Mcm Wealth is an SEC-registered ria in Novato, CA with $170.8M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Mcm Wealth: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 136075, SEC 801-122613, data through 2026-05-26.
- AUM (assets under management / regulatory AUM)
- $170.8M (2026-05-26)
- Firm type
- Ria
- Location
- Novato, CA
- Employees
- 7
- Clients
- 85
- CRD
- 136075
- Ownership
- HAKIM, GEOFFREY, AMEEN; HOYT, ROBERT, MARK
How much AUM does Mcm Wealth have?
Mcm Wealth reported $170.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-26).
Who owns Mcm Wealth?
Disclosed owners and executives of Mcm Wealth include HAKIM, GEOFFREY, AMEEN, HOYT, ROBERT, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.