MCNAUGHTON WEALTH MANAGEMENT, LLC

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Mcnaughton Wealth Management is based out of San Diego. Mcnaughton Wealth Management is a large advisory firm with 186 clients and discretionary assets under management (AUM) of $107,900,000 (Form ADV from 2019-06-18). Their last reported 13F filing for Q4 2019 included $107,436,000 in managed 13F securities and a top 10 holdings concentration of 63.41%. Mcnaughton Wealth Management's largest holding is Vanguard Total Bond Market Indx Fund ETF with shares held of 164,941. Whalewisdom has at least 1 13F filings

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12/31/2019

Top Sells

  • Name% Change

12/31/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2020-02-14

Performance for Q4 2019: 3.07%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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MCNAUGHTON WEALTH MANAGEMENT, LLC
3655 NOBEL DRIVE SUITE 490
SAN DIEGO CA    92122
Country: United States

Business Phone: (858) 693-2310
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: CA
Number of employees: 3
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities:
Total Number of Clients: 186
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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