# McNaughton Wealth Management, LLC

> McNaughton Wealth Management, LLC is an SEC-registered investment advisory firm in San Diego, CA, registered since 2019, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 300330
- Filed as: MCNAUGHTON WEALTH MANAGEMENT, LLC
- Also doing business as: MCNAUGHTON WEALTH MANAGEMENT
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/300330
- AdvisorCensus page: https://advisorcensus.com/firm/mcnaughton-wealth-management-llc-san-diego-ca-300330

## Quick answers

**How is McNaughton Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), McNaughton Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is McNaughton Wealth Management, LLC located?**
McNaughton Wealth Management, LLC's principal office is in San Diego, CA, according to its Form ADV.

**Is McNaughton Wealth Management, LLC registered with the SEC or a state?**
McNaughton Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2019. Status as filed: Approved. CRD 300330.

**How much does McNaughton Wealth Management, LLC manage?**
McNaughton Wealth Management, LLC reports $291,623,458 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (97% discretionary).

**How have McNaughton Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for McNaughton Wealth Management, LLC: Regulatory assets under management: $141,727,156 in the October 2021 data and $291,623,458 in the October 2026 data, up 106%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does McNaughton Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (122); individuals (other than high net worth individuals) (118).

**Which custodians does McNaughton Wealth Management, LLC use?**
McNaughton Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does McNaughton Wealth Management, LLC 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/300330

**What changed in McNaughton Wealth Management, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $243,008,045 to $291,623,458 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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: $291,623,458
- Discretionary: $281,523,571
- Non-discretionary: $10,099,887

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 118 | $44,446,661 |
| High net worth individuals | 122 | $241,018,568 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $6,158,229 |

### 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
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2019 (7 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- mcnaughtonwealthmgmt.com
- LinkedIn @jencwilson
- LinkedIn @jennifer-matthews-3502a48b
- LinkedIn @patrickmcnaughton

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $141,727,156 | 4 | March 4, 2021 |
| October 2022 | $176,444,362 | 4 | March 8, 2022 |
| October 2023 | $160,558,632 | 6 | September 21, 2023 |
| October 2024 | $195,436,344 | 6 | August 21, 2024 |
| October 2025 | $243,008,045 | 6 | March 10, 2025 |
| October 2026 | $291,623,458 | 6 | March 31, 2026 |

Regulatory assets under management: $141,727,156 in the October 2021 data and $291,623,458 in the October 2026 data, up 106%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $243,008,045 to $291,623,458 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. McNaughton Wealth Management, LLC (CRD 300330): Form ADV filing data as of October 2026.