SARATOGA SPRINGS, NYCRD 151237Latest ADV April 16, 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
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 April 16, 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%)
* 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.