# McGuire Wealth Management

> McGuire Wealth Management is an SEC-registered investment advisory firm in Wakefield, RI, registered since 2018, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 4, 2026.

- CRD: 296271
- Filed as: MCGUIRE WEALTH MANAGEMENT
- Legal name: McGuire Investment Group, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wakefield, RI
- Filing period: October 2026
- Form ADV filing dated: March 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/296271
- AdvisorCensus page: https://advisorcensus.com/firm/mcguire-wealth-management-wakefield-ri-296271

## Quick answers

**How is McGuire Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), McGuire Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**Where is McGuire Wealth Management located?**
McGuire Wealth Management's principal office is in Wakefield, RI, according to its Form ADV.

**Is McGuire Wealth Management registered with the SEC or a state?**
McGuire Wealth Management is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 296271.

**How much does McGuire Wealth Management manage?**
McGuire Wealth Management reports $1,061,093,863 in regulatory assets under management in its Form ADV filing dated March 4, 2026 (100% discretionary).

**How have McGuire Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for McGuire Wealth Management: Regulatory assets under management: $523,008,485 in the October 2021 data and $1,061,093,863 in the October 2026 data, up 103%. Total employees: 3 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McGuire Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (175); individuals (other than high net worth individuals) (127); corporations or other businesses not listed above (7).

**Which custodians does McGuire Wealth Management use?**
McGuire Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Wells Fargo Clearing Services, LLC as a custodian holding 10% or more of its separately managed account assets.

**Does McGuire Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/296271

**What changed in McGuire Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $819,045,333 to $1,061,093,863 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Wells Fargo Clearing Services, LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,061,093,863
- Discretionary: $1,061,093,863
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 127 | $56,980,592 |
| High net worth individuals | 175 | $977,377,282 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $17,528,693 |
| Charitable organizations | 5 | $6,815,828 |
| Corporations or other businesses not listed above | 7 | $2,391,468 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services

### Firm details
- Registered since: 2018 (8 years)
- Employees: 5 total, 3 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: DE, FL, LA, MA, NH, NY, RI, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcguirewealth.com
- LinkedIn @mcguire-wealth-management

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $523,008,485 | 3 | March 2, 2021 |
| October 2022 | $687,242,743 | 3 | March 14, 2022 |
| October 2023 | $558,229,079 | 3 | March 22, 2023 |
| October 2024 | $707,642,527 | 3 | February 21, 2024 |
| October 2025 | $819,045,333 | 5 | March 28, 2025 |
| October 2026 | $1,061,093,863 | 5 | March 4, 2026 |

Regulatory assets under management: $523,008,485 in the October 2021 data and $1,061,093,863 in the October 2026 data, up 103%.
Total employees: 3 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $819,045,333 to $1,061,093,863 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McGuire Wealth Management (CRD 296271): Form ADV filing data as of October 2026.