MCGRATH WEALTHCARE, LLC

MCGRATH WEALTHCARE, LLC of BREWSTER, NY is an SEC-registered investment adviser (CRD 167226).

Registration

• CRD: 167226
• Type: Registered investment adviser
• Location: 162 PROSPECT HILL ROAD, BREWSTER, NY, 10509
• Phone: 845 582 7004
• Latest filing: 2026-03-12
• Clients: 1

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167226 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search