Mcm Wealth is an SEC registered investment adviser organized as a limited liability company with a primary office location in Novato, CA. Its latest Form ADV filing, dated March 30, 2026, reports $171M in regulatory assets under management, 7 employees, 6 offices, and 392 accounts.
Assets Under Management
$171M
Employees
7
Offices
6 offices
Total Clients
85
Primary office
NOVATO, CA
7250 REDWOOD BLVD, SUITE 300, NOVATO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 81.2% of total clients.
Top client categories% of clientsClients
1
HNWI
81.2%
69
2
Individuals
16.5%
14
3
Corporations
2.4%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$171Mas of March 30, 2026
Discretionary64.1%
$109M
64% of total RAUM64.1%
Non-discretionary35.9%
$61M
36% of total RAUM35.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$171M
Total Accounts392
10Y AUM Change+$31M (+21.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee12:1
10Y Employee Change+1 (+16.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.