# McNaughton Wealth Management

McNaughton Wealth Management is a Bank / Wealth / Trust based in San Diego, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** 3655 Nobel Drive, Suite 490, San Diego, CA 92122, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** mcnaughtonwealthmgmt.com
- **LinkedIn:** https://www.linkedin.com/company/mcnaughton-wealth-management-llc

## Regulatory record

- **CRD number:** 300330
- **SEC file number:** 801-114983
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300330

## About

McNaughton Wealth Management opened in San Diego in 2019 as an independent, fiduciary financial planning and investment advisory firm. It serves a deliberately narrow set of client profiles — pre-retirees, business owners, peak-career executives, families, and newly independent women — each with a customized planning path rather than a one-size portfolio model. The firm's Managing Director runs the practice from its single office on Nobel Drive. The firm's investment posture centers on comprehensive financial planning that folds together retirement income strategies, tax reduction, employer-benefit optimization, and legacy preservation. It addresses executive compensation and stock options for professionals, exit planning and succession for business owners, and divorce or spousal-loss transitions for newly independent women. Geographic reach is concentrated in the San Diego metro area, with services delivered directly to individuals and families on a fee-based fiduciary model. Team scale and AUM remain undisclosed. No additional offices or affiliated vehicles — such as a philanthropic foundation or real-asset arm — appear in public records. The website does not publish verifiable recent operational events, and no dated news beyond the firm's 2019 founding is currently available. Structurally, McNaughton separates itself from product-sales models by operating purely as a process-driven fiduciary. The firm builds its entire engagement around a living financial plan — updated as life circumstances change — rather than portfolio performance benchmarks, a governance posture that anchors succession-sensitive clients to an ongoing advisory relationship.

## People

- Managing Director — Managing Director

## Questions

### What is McNaughton Wealth Management's known posture on serving clients during major life transitions?

The firm explicitly designs services for newly independent women navigating divorce, remarriage, or the loss of a spouse. It also structures retirement income and exit-planning tracks for professionals and business owners, signaling a heavy emphasis on transition-ready financial architecture.

## Related profiles

- [McNamara Family Investments](https://altss.com/profile/mcnamara-family-investments)
- [MCP Asset Management](https://altss.com/profile/mcp-asset-management)

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Last updated: 2026-06-03T20:00:00.000Z

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