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| Keyboard |
| McNaughton Wealth Management LLC
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|---|---|
| CRD # | 300330 |
| SEC # | 801-114983 |
| CIK # | 0001802691 |
| AUM | 291.6 M (2026-03-31) |
| 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 | 4.0 | ||
| Apple Inc | 3.0 | ||
| Alphabet Inc | 2.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 118 | 44.4 |
| (b) Individuals (high net worth individuals) | 122 | 241.0 |
| (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 | 6.2 |
| (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 | 944 | 291.6 |
| By Discretionary | ||
| Discretionary | 923 | 281.5 |
| Non-Discretionary | 21 | 10.1 |
| Total | 944 | 291.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 291.6 | |
| Total | 944 | 291.6 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001802691] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hemming& Wealth Management Inc
✚
|
MI | 292.6 M |
|
CornerStone Financial Group LLC
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NE | 292.2 M |
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NV | 292.1 M |
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|
JMN Financial LLC
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291.8 M | |
|
Madden Advisory Services Inc
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FL | 291.7 M |
|
The Ellerson Group Inc
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MD | 291.2 M |
|
Kestrel Partners LLP
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291.0 M | |
|
EPIQ Partners LLC
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MN | 290.9 M |
|
Accretive Wealth Management LLC
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CA | 290.7 M |