Mcnaughton Wealth Management, LLC

Mcnaughton Wealth Management, LLC (CRD# 300330) is a financial advisory firm headquartered in San Diego, CA. They manage $195,436,344 in 824 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
3655 Nobel Drive, Suite 490, San Diego, CA 92122
https://mcnaughtonwealthmgmt.com
By the Numbers
  • Total Assets Under Management
    195
    MILLION
  • Total Number of Accounts
    824
    ACCOUNTS
  • Average Account Value
    $237,180
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, TX

Financial Advisors at Mcnaughton Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jennifer Matthews, financial advisor San Diego CA
Jennifer B. Matthews
CRD#: 6314330
3655 Nobel Drive, Suite 490, San Diego, CA 92122

Jennifer Matthews (CRD# 6314330) is an Investment Advisor Representative working at Mcnaughton Wealth Management, LLC in San Diego, CA and has over 9 years of experience in the finance industry.

2
Patrick McNaughton, financial advisor San Diego CA
Patrick J. McNaughton
CRD#: 4368062
3655 Nobel Drive, Suite 490, San Diego, CA 92122

Patrick McNaughton (CRD# 4368062) is an Investment Advisor Representative working at Mcnaughton Wealth Management, LLC in San Diego, CA and has over 22 years of experience in the finance industry.

3
Jennifer Wilson, financial advisor San Diego CA
Jennifer C. Wilson
CRD#: 6707186
3655 Nobel Drive, Suite 490, San Diego, CA 92122

Jennifer Wilson (CRD# 6707186) is an Investment Advisor Representative working at Mcnaughton Wealth Management, LLC in San Diego, CA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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