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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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