Mcnaughton Wealth Management, LLC
Mcnaughton Wealth Management, LLC is an SEC-registered wealth manager in San Diego, CA with $291.6M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Mcnaughton Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300330, SEC 801-114983, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $291.6M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- San Diego, CA
- Employees
- 6
- Clients
- 240
- CRD
- 300330
- Ownership
- MATTHEWS, JENNIFER, B; THE MCNAUGHTON LIVING TRUST; THE MCNAUGHTON FAMILY LIVING TRUST; MCNAUGHTON, PATRICK, JOHN; MC NAUGHTON, PATRICK, JOHN
How much AUM does Mcnaughton Wealth Management, LLC have?
Mcnaughton Wealth Management, LLC reported $291.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Mcnaughton Wealth Management, LLC?
Disclosed owners and executives of Mcnaughton Wealth Management, LLC include MATTHEWS, JENNIFER, B, THE MCNAUGHTON LIVING TRUST, THE MCNAUGHTON FAMILY LIVING TRUST, MCNAUGHTON, PATRICK, JOHN, MC NAUGHTON, PATRICK, JOHN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.