MCNAUGHTON WEALTH MANAGEMENT, LLC

CRD #300330 SEC #801-114983 SAN DIEGO, CA (858) 693-2310

SEC Registered

Total AUM

$243M

Discretionary

$240.5M

Employees

Clients

Accounts

875

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 10, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MATTHEWS, JENNIFER, B	I	CHIEF COMPLIANCE OFFICER	NA
MCNAUGHTON, PATRICK, JOHN	I	MANAGING DIRECTOR	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
MCNAUGHTON, PATRICK, JOHN	I	MANAGING MEMBER	NA	Control
THE MCNAUGHTON FAMILY LIVING TRUST	DE	OWNER	E	Control
THE MCNAUGHTON FAMILY LIVING TRUST	DE	OWNER	E	Control
THE MCNAUGHTON FAMILY LIVING TRUST	DE	OWNER	E	Control
THE MCNAUGHTON FAMILY LIVING TRUST	DE	OWNER	E	Control
THE MCNAUGHTON FAMILY LIVING TRUST	DE	OWNER	E	Control
THE MCNAUGHTON FAMILY LIVING TRUST	DE	OWNER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	OWNER	E	Control
THE MCNAUGHTON LIVING TRUST	DE	MANAGING MEMBER	E	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
MC NAUGHTON, PATRICK, JOHN	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control
McNaughton, Jodi	I	THE MCNAUGHTON FAMILY LIVING TRUST	D	Control

Registrations

Federal

Mar 10, 2025 REGISTERED

Notice Filings (4)

AZ CA TX WA

Address

3655 NOBEL DRIVE
SUITE 490
SAN DIEGO, CA 92122
United States

Phone: (858) 693-2310