MCM WEALTH

7250 Redwood Blvd
Suite 300
Novato, California 94945
Tel: 844-626-4949

About MCM WEALTH

MCM WEALTH, formally registered with the SEC as MCM WEALTH. The firm was established in 11/01/2021. They have over 7 offices throughout the country.

MCM WEALTH is a Novato, California based Financial Planning firm with nearly $133,684,922 assets under management, offering retirement planning & investment advisory services to 337 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	136075
SEC#	801-122613
Assets Managed by Firm	$133,684,922
No. of Clients	337
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	337	$133,684,922
Individuals (other than high net worth individuals)	15	$5,718,447
High net worth individuals	57	$119,663,649
Pension and profit sharing plans	3	$8,302,826

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