MCNAUGHTON WEALTH MANAGEMENT, LLC

3655 Nobel Drive
Suite 490
San Diego, California 92122
Tel: (858) 693-2310

About MCNAUGHTON WEALTH MANAGEMENT, LLC

MCNAUGHTON WEALTH MANAGEMENT, LLC, formally registered with the SEC as MCNAUGHTON WEALTH MANAGEMENT, LLC. The firm was established in 04/09/2019. They have over 1 offices throughout the country.

MCNAUGHTON WEALTH MANAGEMENT, LLC is a San Diego, California based Financial Planning firm with nearly $195,436,344 assets under management, offering retirement planning & investment advisory services to 824 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300330
SEC#	801-114983
Assets Managed by Firm	$195,436,344
No. of Clients	824
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	824	$195,436,344
Individuals (other than high net worth individuals)	109	$31,884,254
High net worth individuals	110	$159,090,560
Pension and profit sharing plans	1	$4,461,530

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