# MCM WEALTH

MCM WEALTH of NOVATO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 136075
- Type: SEC-registered investment adviser
- SEC file number: 801-122613
- Location: 7250 REDWOOD BLVD, NOVATO, CA, 94945
- Phone: 844-626-4949
- Latest filing: 2026-08-04
- Regulatory AUM: $170.8M
- Discretionary AUM: $109.4M
- Non-discretionary AUM: $61.4M
- Clients: 7
- Accounts: 392

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Geoffrey Ameen Hakim | PRINCIPAL/FOUNDER | — |
| Robert Mark Hoyt | CHIEF COMPLIANCE OFFICER | — |
| HAKIM GEOFFREY AMEEN | PRINCIPAL/FOUNDER | — |
| HOYT ROBERT MARK | CHIEF COMPLIANCE OFFICER | — |
| Kirk Edward Loury | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/136075/brochure
- Similar advisers: https://search.stillhousedata.com/firm/136075/similar
- Related entities: https://search.stillhousedata.com/firm/136075/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/136075

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.