Minichmacgregor Wealth Management, LLC
Minichmacgregor Wealth Management, LLC is an SEC-registered mass-market adviser in Saratoga Springs, NY with $722.9M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Minichmacgregor Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 151237, SEC 801-70490, data through 2026-05-14.
- AUM (assets under management / regulatory AUM)
- $722.9M (2026-05-14)
- Firm type
- Mass-Market Adviser
- Location
- Saratoga Springs, NY
- Employees
- 10
- Clients
- 928
- CRD
- 151237
- Ownership
- MINICH, JAMES, FRANKLIN; KOLBER, ALYSSA, MELANIE; MACGREGOR, JASON, KEITH; INTERIM HOLDINGS, LLC; TELLSTONE, MICHELE, ANNE
How much AUM does Minichmacgregor Wealth Management, LLC have?
Minichmacgregor Wealth Management, LLC reported $722.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-14).
Who owns Minichmacgregor Wealth Management, LLC?
Disclosed owners and executives of Minichmacgregor Wealth Management, LLC include MINICH, JAMES, FRANKLIN, KOLBER, ALYSSA, MELANIE, MACGREGOR, JASON, KEITH, INTERIM HOLDINGS, LLC, TELLSTONE, MICHELE, ANNE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.