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MCNAUGHTON WEALTH MANAGEMENT, LLC

3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA

http://www.mcnaughtonwealthmgmt.com

Frequently Asked Questions (FAQ)

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.

Independent Financial Advisor San Diego

Independent Financial Advisor San Diego

McNaughton Wealth Management is an Independent Financial Advisor located in San Diego.

Direct Owners

JENNIFER B MATTHEWS
CHIEF COMPLIANCE OFFICER owns less than 5%
THE MCNAUGHTON LIVING TRUST
MANAGING MEMBER owns 75% or more

Indirect Owners

JODI MCNAUGHTON
TRUSTEE owns more than 50% but less than 75%
PATRICK JOHN MC NAUGHTON
TRUSTEE owns more than 50% but less than 75%

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