# MINICHMACGREGOR WEALTH MANAGEMENT, LLC

MINICHMACGREGOR WEALTH MANAGEMENT, LLC of SARATOGA SPRINGS, NY is an SEC-registered investment adviser.

## Registration

- CRD: 151237
- Type: SEC-registered investment adviser
- SEC file number: 801-70490
- Location: 21 CONGRESS STREET, SUITE 203, SARATOGA SPRINGS, NY, 12866
- Phone: (518) 499-4565
- Latest filing: 2026-05-14
- Regulatory AUM: $722.9M
- Discretionary AUM: $722.9M
- Clients: 10
- Accounts: 2,845

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| James Franklin Minich | MANAGING MEMBER | — |
| Jason Keith Macgregor | MANAGING MEMBER | — |
| Michele Anne Tellstone | CHIEF COMPLIANCE OFFICER | — |
| KOLBER ALYSSA MELANIE | MANAGER / CHIEF COMPLIANCE OFFICER | — |
| MINICH JAMES FRANKLIN | MANAGING MEMBER | — |
| MACGREGOR JASON KEITH | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| TELLSTONE MICHELE ANNE | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/151237/brochure
- Similar advisers: https://search.stillhousedata.com/firm/151237/similar
- Related entities: https://search.stillhousedata.com/firm/151237/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/151237

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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.