MCNAUGHTON WEALTH MANAGEMENT, LLC
CRD #300330 SEC #801-114983 SAN DIEGO, CA (858) 693-2310
SEC Registered
Total AUM
$243M
Discretionary
$240.5M
Employees
6
Clients
0
Accounts
875
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $243M | $240.5M | $2.5M | 6 | 0 |
| Aug 2024 | $195.4M | $188.9M | $6.5M | 6 | 0 |
| Feb 2024 | $195.4M | $188.9M | $6.5M | 6 | 0 |
| Sep 2023 | $160.6M | $158.5M | $2M | 6 | 0 |
| Mar 2023 | $160.6M | $158.5M | $2M | 6 | 0 |
| Mar 2022 | $176.4M | $173.8M | $2.6M | 4 | 0 |
| Mar 2021 | $123.5M | $121.7M | $1.8M | 3 | 0 |
| Feb 2021 | $123.5M | $121.7M | $1.8M | 3 | 0 |
| Jun 2020 | $123.5M | $121.7M | $1.8M | 3 | 0 |
| Apr 2020 | $123.5M | $121.7M | $1.8M | 3 | 0 |
| Mar 2020 | $123.5M | $121.7M | $1.8M | 3 | 0 |
| Feb 2020 | $109.3M | $107.9M | $1.4M | 3 | 0 |
| Jun 2019 | $109.3M | $107.9M | $1.4M | 3 | 0 |
| May 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Apr 2019 | $0 | $0 | $0 | 3 | 0 |
| Mar 2019 | $0 | $0 | $0 | 3 | 0 |
| Mar 2019 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$243M
Discretionary$240.5M
Non-Disc.$2.5M
Employees6
Clients0
DateAug 2024
Total AUM$195.4M
Discretionary$188.9M
Non-Disc.$6.5M
Employees6
Clients0
DateFeb 2024
Total AUM$195.4M
Discretionary$188.9M
Non-Disc.$6.5M
Employees6
Clients0
DateSep 2023
Total AUM$160.6M
Discretionary$158.5M
Non-Disc.$2M
Employees6
Clients0
DateMar 2023
Total AUM$160.6M
Discretionary$158.5M
Non-Disc.$2M
Employees6
Clients0
DateMar 2022
Total AUM$176.4M
Discretionary$173.8M
Non-Disc.$2.6M
Employees4
Clients0
DateMar 2021
Total AUM$123.5M
Discretionary$121.7M
Non-Disc.$1.8M
Employees3
Clients0
DateFeb 2021
Total AUM$123.5M
Discretionary$121.7M
Non-Disc.$1.8M
Employees3
Clients0
DateJun 2020
Total AUM$123.5M
Discretionary$121.7M
Non-Disc.$1.8M
Employees3
Clients0
DateApr 2020
Total AUM$123.5M
Discretionary$121.7M
Non-Disc.$1.8M
Employees3
Clients0
DateMar 2020
Total AUM$123.5M
Discretionary$121.7M
Non-Disc.$1.8M
Employees3
Clients0
DateFeb 2020
Total AUM$109.3M
Discretionary$107.9M
Non-Disc.$1.4M
Employees3
Clients0
DateJun 2019
Total AUM$109.3M
Discretionary$107.9M
Non-Disc.$1.4M
Employees3
Clients0
DateMay 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateApr 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2019
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0