MCNAUGHTON WEALTH MANAGEMENT, LLC of SAN DIEGO, CA is an SEC-registered investment adviser (CRD 300330). Regulatory assets under management: $291.6M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| 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 | — |