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Firm profile

Minichmacgregor Wealth Management, LLC

SARATOGA SPRINGS, NYCRD 151237Latest ADV May 14, 2026

Minichmacgregor Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Saratoga Springs, NY. Its latest Form ADV filing, dated April 16, 2026, reports $723M in regulatory assets under management, 10 employees, 2 offices, and 2,845 accounts.

Assets Under Management
$723M
Employees
10
Offices
2 offices
Total Clients
928
Primary office
SARATOGA SPRINGS, NY
21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichele A. Tellstone

Advisory services offered

6 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 76.6% of total clients.
Top client categories% of clientsClients
1
Individuals
76.6%
711
2
HNWI
20.8%
193
3
Pension Plans
2.0%
19
4
Corporations
0.5%
5

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$723Mas of May 14, 2026
Discretionary100.0%
$723M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$723M
Total Accounts2,845
10Y AUM Change+$525M (+264.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees10
Clients per Employee93:1
10Y Employee Change+3 (+42.9%)

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.