Mcguire Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wakefield, RI. Its latest Form ADV filing, dated March 4, 2026, reports $1.1B in regulatory assets under management, 5 employees, and 839 accounts.
Top client segmentHNWI represent 55.7% of total clients.
Top client categories% of clientsClients
1
HNWI
55.7%
175
2
Individuals
40.4%
127
3
Corporations
2.2%
7
4
Charitable
1.6%
5
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of March 4, 2026
Discretionary100.0%
$1.1B
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$1.1B
Total Accounts839
10Y AUM Change+$1.1B
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee63:1
10Y Employee Change+1 (+25.0%)
* 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.