MINICHMACGREGOR WEALTH MANAGEMENT, LLC

CRD #151237 SEC #801-70490 SARATOGA SPRINGS, NY (518) 499-4565

SEC Registered

Total AUM

$630M

Discretionary

$630M

Employees

Clients

251

Accounts

2,698

Firm Details

Organization Type: Limited Liability Company
State of Formation: New York
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Nov 13, 2025
Branch Offices: 3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
TELLSTONE, MICHELE, ANNE	I	CHIEF COMPLIANCE OFFICER	NA	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MACGREGOR, JASON, KEITH	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control
MINICH, JAMES, FRANKLIN	I	MANAGING MEMBER	D	Control

Registrations

Federal

Nov 13, 2025 REGISTERED

Notice Filings (11)

CA FL GA MA MD NC NH NY SC TX WI

Address

21 CONGRESS STREET
SUITE 203
SARATOGA SPRINGS, NY 12866
United States

Phone: (518) 499-4565