MINICHMACGREGOR WEALTH MANAGEMENT, LLC
CRD #151237 SEC #801-70490 SARATOGA SPRINGS, NY (518) 499-4565
SEC Registered
Total AUM
$630M
Discretionary
$630M
Employees
10
Clients
251
Accounts
2,698
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $630M | $630M | $0 | 10 | 2 |
| Aug 2025 | $630M | $630M | $0 | 10 | 2 |
| Apr 2025 | $630M | $630M | $0 | 10 | 2 |
| Apr 2025 | $630M | $630M | $0 | 10 | 2 |
| Feb 2025 | $630M | $630M | $0 | 10 | 2 |
| Jan 2025 | $501.3M | $501.3M | $0 | 9 | 2 |
| Nov 2024 | $501.3M | $501.3M | $0 | 9 | 2 |
| Aug 2024 | $501.3M | $501.3M | $0 | 9 | 2 |
| Apr 2024 | $501.3M | $501.3M | $0 | 9 | 2 |
| Jan 2024 | $501.3M | $501.3M | $0 | 9 | 2 |
| Oct 2023 | $406M | $406M | $0 | 9 | 3 |
| May 2023 | $406M | $406M | $0 | 9 | 3 |
| Feb 2023 | $406M | $406M | $0 | 9 | 3 |
| Nov 2022 | $449.5M | $449.5M | $0 | 8 | 1 |
| Nov 2022 | $449.5M | $449.5M | $0 | 8 | 1 |
| Nov 2022 | $449.5M | $449.5M | $0 | 8 | 1 |
| Jun 2022 | $449.5M | $449.5M | $0 | 8 | 1 |
| Mar 2022 | $449.5M | $449.5M | $0 | 8 | 1 |
| Jan 2022 | $351.6M | $351.6M | $0 | 8 | 3 |
| Dec 2021 | $351.6M | $351.6M | $0 | 8 | 3 |
| Oct 2021 | $351.6M | $351.6M | $0 | 8 | 3 |
| Jul 2021 | $351.6M | $351.6M | $0 | 8 | 3 |
| Feb 2021 | $351.6M | $351.6M | $0 | 8 | 3 |
| Jul 2020 | $287.6M | $287.6M | $0 | 7 | 3 |
| Jun 2020 | $287.6M | $287.6M | $0 | 7 | 3 |
| Jun 2020 | $287.6M | $287.6M | $0 | 7 | 3 |
| Mar 2020 | $287.6M | $287.6M | $0 | 7 | 3 |
| Mar 2020 | $287.6M | $287.6M | $0 | 7 | 3 |
| Apr 2019 | $247.9M | $238.7M | $9.2M | 7 | 3 |
| Feb 2019 | $247.9M | $238.7M | $9.2M | 7 | 3 |
| Feb 2018 | $221.5M | $212.5M | $9M | 7 | 3 |
| Jan 2017 | $198.1M | $198.1M | $0 | 7 | 570 |
| Aug 2016 | $190.1M | $190.1M | $0 | 6 | 400 |
| Mar 2016 | $190.1M | $190.1M | $0 | 6 | 400 |
| Mar 2016 | $190.1M | $190.1M | $0 | 6 | 400 |
| Feb 2016 | $190.1M | $190.1M | $0 | 6 | 400 |
| Feb 2015 | $157.8M | $157.8M | $0 | 4 | 400 |
| Aug 2014 | $131.1M | $131.1M | $0 | 3 | 450 |
| Feb 2014 | $131.1M | $131.1M | $0 | 3 | 450 |
| Feb 2014 | $102.3M | $102.3M | $0 | 3 | 400 |
| Oct 2013 | $102.3M | $102.3M | $0 | 3 | 400 |
| Mar 2013 | $102.3M | $102.3M | $0 | 3 | 400 |
| Jan 2013 | $102.3M | $102.3M | $0 | 3 | 400 |
| Jun 2012 | $84.3M | $84.3M | $0 | 1 | 400 |
| Mar 2012 | $84.3M | $84.3M | $0 | 1 | 400 |
| Jan 2012 | $84.3M | $84.3M | $0 | 1 | 400 |
| Dec 2011 | $84.3M | $84.3M | $0 | 1 | 400 |
| Mar 2011 | $74.2M | $74.2M | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$630M
Discretionary$630M
Non-Disc.$0
Employees10
Clients2
DateAug 2025
Total AUM$630M
Discretionary$630M
Non-Disc.$0
Employees10
Clients2
DateApr 2025
Total AUM$630M
Discretionary$630M
Non-Disc.$0
Employees10
Clients2
DateApr 2025
Total AUM$630M
Discretionary$630M
Non-Disc.$0
Employees10
Clients2
DateFeb 2025
Total AUM$630M
Discretionary$630M
Non-Disc.$0
Employees10
Clients2
DateJan 2025
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees9
Clients2
DateNov 2024
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees9
Clients2
DateAug 2024
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees9
Clients2
DateApr 2024
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees9
Clients2
DateJan 2024
Total AUM$501.3M
Discretionary$501.3M
Non-Disc.$0
Employees9
Clients2
DateOct 2023
Total AUM$406M
Discretionary$406M
Non-Disc.$0
Employees9
Clients3
DateMay 2023
Total AUM$406M
Discretionary$406M
Non-Disc.$0
Employees9
Clients3
DateFeb 2023
Total AUM$406M
Discretionary$406M
Non-Disc.$0
Employees9
Clients3
DateNov 2022
Total AUM$449.5M
Discretionary$449.5M
Non-Disc.$0
Employees8
Clients1
DateNov 2022
Total AUM$449.5M
Discretionary$449.5M
Non-Disc.$0
Employees8
Clients1
DateNov 2022
Total AUM$449.5M
Discretionary$449.5M
Non-Disc.$0
Employees8
Clients1
DateJun 2022
Total AUM$449.5M
Discretionary$449.5M
Non-Disc.$0
Employees8
Clients1
DateMar 2022
Total AUM$449.5M
Discretionary$449.5M
Non-Disc.$0
Employees8
Clients1
DateJan 2022
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees8
Clients3
DateDec 2021
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees8
Clients3
DateOct 2021
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees8
Clients3
DateJul 2021
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees8
Clients3
DateFeb 2021
Total AUM$351.6M
Discretionary$351.6M
Non-Disc.$0
Employees8
Clients3
DateJul 2020
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients3
DateJun 2020
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients3
DateJun 2020
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients3
DateMar 2020
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients3
DateMar 2020
Total AUM$287.6M
Discretionary$287.6M
Non-Disc.$0
Employees7
Clients3
DateApr 2019
Total AUM$247.9M
Discretionary$238.7M
Non-Disc.$9.2M
Employees7
Clients3
DateFeb 2019
Total AUM$247.9M
Discretionary$238.7M
Non-Disc.$9.2M
Employees7
Clients3
DateFeb 2018
Total AUM$221.5M
Discretionary$212.5M
Non-Disc.$9M
Employees7
Clients3
DateJan 2017
Total AUM$198.1M
Discretionary$198.1M
Non-Disc.$0
Employees7
Clients570
DateAug 2016
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients400
DateMar 2016
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients400
DateMar 2016
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients400
DateFeb 2016
Total AUM$190.1M
Discretionary$190.1M
Non-Disc.$0
Employees6
Clients400
DateFeb 2015
Total AUM$157.8M
Discretionary$157.8M
Non-Disc.$0
Employees4
Clients400
DateAug 2014
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees3
Clients450
DateFeb 2014
Total AUM$131.1M
Discretionary$131.1M
Non-Disc.$0
Employees3
Clients450
DateFeb 2014
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees3
Clients400
DateOct 2013
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees3
Clients400
DateMar 2013
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees3
Clients400
DateJan 2013
Total AUM$102.3M
Discretionary$102.3M
Non-Disc.$0
Employees3
Clients400
DateJun 2012
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees1
Clients400
DateMar 2012
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees1
Clients400
DateJan 2012
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees1
Clients400
DateDec 2011
Total AUM$84.3M
Discretionary$84.3M
Non-Disc.$0
Employees1
Clients400
DateMar 2011
Total AUM$74.2M
Discretionary$74.2M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--