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| MinichMacGregor Wealth Management LLC
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|---|---|
| CRD # | 151237 |
| SEC # | 801-70490 |
| CIK # | 0001744318 |
| AUM | 722.9 M (2026-05-14) |
| Employees | 10 (70% Investors, 0% Brokers) |
| Phone | 518-499-4565 |
| Address | 21 Congress Street Saratoga Springs, NY 12866 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001744318 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| SPDR Gold Trust | 33.0 | ||
| Nvidia Corp | 18.6 | ||
| KLA Tencor Corp | 15.5 | ||
| Microsoft Corp | 15.5 | ||
| Alphabet Inc | 13.2 | ||
| Broadcom Inc | 12.4 | ||
| Cadence Design Systems Inc | 11.7 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 711 | 261.6 |
| (b) Individuals (high net worth individuals) | 193 | 398.3 |
| (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 | 19 | 61.6 |
| (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 | 5 | 1.3 |
| (n) Other | 0 | 0.0 |
| Total | 2,845 | 722.9 |
| By Discretionary | ||
| Discretionary | 2,845 | 722.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,845 | 722.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 722.9 | |
| Total | 2,845 | 722.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001744318] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
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|---|---|---|
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