| Name | Title | Ownership | Since |
|---|---|---|---|
| Jennifer B Matthews | Chief Compliance Officer | Under 5% | 2018 |
| Patrick John MC Naughton Control | Managing Member | Under 5% | 2018 |
| The McNaughton Family Living Trust Control | Owner | Over 75% | 2016 |
McNaughton Wealth Management, LLC reports $243 million in regulatory assets under management on its Form ADV.
McNaughton Wealth Management, LLC reports 6 employees.
McNaughton Wealth Management, LLC is based in San Diego, CA and has been SEC-registered since 2019.
McNaughton Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 3655 Nobel Drive, Suite 490, San Diego, CA 92122 |
| Phone | (858) 693-2310 |
| Office hours | Monday - Thursday 9a.m. - 4:30p.m.; Friday 9a.m. - 3p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1802691 |
| Discloses disciplinary history | No |
| Discretionary | $240.5M |
| Non-discretionary | $2.5M |
| Total (RAUM) | $243M |