|
⚲
|
| McNaughton Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 300330 |
| SEC # | 801-114983 |
| CIK # | 0001802691 |
| AUM | $243.0 M (2025-03-10) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 858-693-2310 |
| Address | 3655 Nobel Drive San Diego, CA 92122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 2.9 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 122 | 37.0 |
| (b) Individuals (high net worth individuals) | 110 | 202.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.4 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 875 | 243.0 |
| By Discretionary | ||
| Discretionary | 873 | 240.5 |
| Non-Discretionary | 2 | 2.5 |
| Total | 875 | 243.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 243.0 | |
| Total | 875 | 243.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001802691] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Capital Financial Planners LLC
✚
|
OR | 0.2 |
|
Bancolombia Capital Advisers LLC
✚
|
FL | 0.2 |
|
PFC Capital Group Inc
✚
|
CA | 0.2 |
|
Vestment Financial LLC
✚
|
MN | 0.2 |
|
Doceo Wealth LLC
✚
|
ID | 0.2 |
|
Lederer & Associates Investment Counsel
✚
|
CA | 0.2 |
|
Successful Portfolios LLC
✚
|
FL | 0.2 |
|
Berry Wealth Group LP
✚
|
TX | 0.2 |
|
Decisionmap Wealth Management LLC
✚
|
VA | 0.2 |
|
Financial Independence LLC
✚
|
RI | 0.2 |