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MCNAUGHTON WEALTH MANAGEMENT, LLC
CRD 300330 · SEC 801-114983
3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA, 92122, United States
Phone
(858) 693-2310
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$291.6M
Discretionary AUM
$281.5M
Team
6 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 118 | $44.4M |
| High net worth individuals | 122 | $241.0M |
States served
AZ, CA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD