MCM WEALTH

MCM WEALTH of NOVATO, CA is an SEC-registered investment adviser (CRD 136075). Regulatory assets under management: $170.8M.

Registration

• CRD: 136075
• SEC file number: 801-122613
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 136075 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search