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| McNaughton Wealth Management LLC
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| |
|---|---|
| CRD # | 300330 |
| SEC # | 801-114983 |
| CIK # | 0001802691 |
| AUM | $195.4 MM (2024-08-21) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 858-693-2310 |
| Address | 3655 Nobel Drive San Diego, CA 92122 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| SPEM | 5.0 | ||
| NVDA | 399,550.0 | 2.3 | |
| AAPL | 2,382,844.0 | 1.8 | |
| MSFT | 1,918,222.4 | 1.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 109 | 31.9 |
| (b) Individuals (high net worth individuals) | 110 | 159.1 |
| (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 | 1 | 4.5 |
| (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 | 824 | 195.4 |
| By Discretionary | ||
| Discretionary | 820 | 188.9 |
| Non-Discretionary | 4 | 6.5 |
| Total | 824 | 195.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 195.4 | |
| Total | 824 | 195.4 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001802691] |
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|---|---|---|
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Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
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Bischoff Wealth Management Group LLC
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IN | 0.2 |
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NorthStar Asset Management LLC
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SC | 0.2 |
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Kempner Capital Management Inc
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TX | 0.2 |
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Pilgrims Capital Advisors Inc
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MI | 0.2 |
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Mount Vernon Associates Inc
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MD | 0.2 |
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Blueprint Partners LLC
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MI | 0.2 |
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Evergreen Private Wealth LLC
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CO | 0.2 |
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Olympic Wealth Management LLC
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