MCNAUGHTON WEALTH MANAGEMENT, LLC
3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA
Full Contact Details
MCNAUGHTON WEALTH MANAGEMENT, LLC
3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA
(858) 693-2310
Other Info
MCNAUGHTON WEALTH MANAGEMENT, LLC is a CA Limited Liability Company. It has 3 employees, of which 3 are employees in advisory roles. The number of clients served by this firm is unknown. Its last reported SEC (U.S. Securities and Exchange Commission) status is listed as “120-Day Approval”, with a registration date of Apr 9, 2019.
Direct Owners
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JENNIFER B MATTHEWS
CHIEF COMPLIANCE OFFICER owns less than 5%
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THE MCNAUGHTON LIVING TRUST
MANAGING MEMBER owns 75% or more
Indirect Owners
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JODI MCNAUGHTON
TRUSTEE owns more than 50% but less than 75%
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PATRICK JOHN MC NAUGHTON
TRUSTEE owns more than 50% but less than 75%