Mcdaniel Wealth Management

Mcdaniel Wealth Management (CRD# 166513) is a financial advisory firm headquartered in Nevada City, CA. They manage $43,000,000 in 175 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    43
    MILLION
  • Total Number of Accounts
    175
    ACCOUNTS
  • Average Account Value
    $245,714
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mcdaniel Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Michael C. McDaniel
CRD#: 4334177
202 Providence Mine Road, Suite 202, Nevada City, CA 95959
93
Wealthminder
score

Michael McDaniel (CRD# 4334177) is an Investment Advisor Representative working at Mcdaniel Wealth Management in Nevada City, CA and has over 15 years of experience in the finance industry.

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