Mcnaughton Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Diego, CA. Its latest Form ADV filing, dated March 31, 2026, reports $292M in regulatory assets under management, 6 employees, and 944 accounts.
Assets Under Management
$292M
Employees
6
Offices
--
Total Clients
240
Primary office
SAN DIEGO, CA
3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA, United States
Top client segmentHNWI represent 50.8% of total clients.
Top client categories% of clientsClients
1
HNWI
50.8%
122
2
Individuals
49.2%
118
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$292Mas of March 31, 2026
Discretionary96.5%
$282M
97% of total RAUM96.5%
Non-discretionary3.5%
$10M
3% of total RAUM3.5%
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.
Total AUM$292M
Total Accounts944
10Y AUM Change+$292M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees6
Clients per Employee40:1
10Y Employee Change+3 (+100.0%)
* 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.