# MCNAUGHTON WEALTH MANAGEMENT, LLC

MCNAUGHTON WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 300330
- Type: SEC-registered investment adviser
- SEC file number: 801-114983
- Location: 3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA, 92122
- Phone: (858) 693-2310
- Latest filing: 2026-03-31
- Regulatory AUM: $291.6M
- Discretionary AUM: $281.5M
- Non-discretionary AUM: $10.1M
- Clients: 6
- Accounts: 944

## Business model

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

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Jennifer B Matthews | CHIEF COMPLIANCE OFFICER | — |
| Patrick John Mc Naughton | TRUSTEE | — |
| Jodi Mcnaughton | TRUSTEE | — |
| Patrick John Mcnaughton | MANAGING MEMBER | — |
| MATTHEWS JENNIFER B | CHIEF COMPLIANCE OFFICER | — |
| MC NAUGHTON PATRICK JOHN | TRUSTEE | — |
| McNaughton Jodi | TRUSTEE | — |
| MCNAUGHTON PATRICK JOHN | MANAGING DIRECTOR; MANAGING MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/300330/brochure
- Similar advisers: https://search.stillhousedata.com/firm/300330/similar
- Related entities: https://search.stillhousedata.com/firm/300330/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/300330

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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.