# MCM Wealth

MCM Wealth is a Bank / Wealth / Trust based in Novato, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Novato, United States
- **Region:** North America
- **Address:** Novato, CA, United States
- **Founded:** 1997
- **Assets under management:** Undisclosed
- **Website:** mcmwealth.com
- **LinkedIn:** https://www.linkedin.com/company/mcm-wealth

## Regulatory record

- **CRD number:** 136075
- **SEC file number:** 801-122613
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-08-04
- **Reports private funds:** No

## About

MCM Wealth was established in 1997. The firm advises on financial wealth management, private wealth management, estate planning, and insurance planning from its base in Novato, California. The wealth origin of its founding principals has not been publicly disclosed. MCM Wealth structures its services around financial planning, investment advisory, and estate strategies for private clients. The firm has indicated venture capital activity among its investment strategies, though specific portfolio positions, fund structures, or co-investor relationships have not been publicly documented. The firm's geographic focus centers on the US market. The size of the team and assets under management are not publicly disclosed. No adjacent philanthropic vehicles, real-asset arms, or external club memberships have been publicly associated with the firm. MCM Wealth operates as a privately held, independent advisory practice.

## Questions

### What services does MCM Wealth offer?

MCM Wealth provides investment advisory services including financial wealth management, private wealth management, estate planning, and insurance planning. The firm serves individuals, trusts, corporations, and family offices, according to its regulatory disclosures.

### Who owns MCM Wealth?

MCM Wealth operates as a privately held firm based in Novato, California. Ownership details and named principals have not been publicly disclosed. The firm has maintained its independent advisory structure since founding in 1997.

### Where is MCM Wealth headquartered?

MCM Wealth is headquartered in Novato, California, located in Marin County north of San Francisco. No additional offices have been publicly reported.

### What is MCM Wealth's assets under management?

MCM Wealth does not publicly disclose its assets under management. As a privately held advisory firm, it is not required to report AUM figures beyond standard regulatory filings, and no third-party estimate has been published in major financial media.

## Related profiles

- [MCM Capital Management](https://altss.com/profile/mcm-capital-management)
- [MCPS-PRS Alliance Pension Scheme](https://altss.com/profile/mcps-prs-alliance-pension-scheme-mcps-prs)

---

Updated: 2026-10-23T13:24:27Z

Canonical page: https://altss.com/profile/mcm-wealth

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology