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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Matrix
- Established Date
- 07-26-2018
- Office Locations
- 1
Office Locations
About Mcguire Wealth Management
McGuire Wealth Management is a Wakefield, RI-based registered investment adviser serving retail and institutional clients with fiduciary investment management and integrated planning (financial, tax, estate, insurance and business succession). Portfolios emphasize asset allocation and risk management, with heavy use of ETFs alongside mutual funds and fixed income; custody includes First Clearing/Wells Fargo.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DENNIS PATRICK MCGUIRE JR.
Chief Compliance Officer, Managing Member, Partner
- CRD
- #4336544
- Ownership
- 50% but less than 75%
SEAN MICHAEL MCGUIRE
Wealth Management Advisor
- CRD
- #5636671
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DENNIS PATRICK MCGUIRE SR
Director
- CRD
- #328137
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,061,093,863 | $1,264,713 |
| Non-Discretionary | $0 | -- |
| Total | $1,061,093,863 | $1,264,713 |
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Separately Managed Accounts
Total SMA Asset: $1,061,093,863
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,426,178,871 | 16.1% |
| Public Funds | $2,852,357,742 | 32.2% |
| Cash | $1,789,367,279 | 20.2% |
| U.S. Government/Agency | $2,790,349,966 | 31.5% |
| Total | $8,858,253,858 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| HORIZON VALUE | OAK VALUE | 9D2OGPKAJ | BOKD | 5.00% | $102,885,153 |
| FOCUS ZENITH VITAL | CREST PEAK | UG9GDJP7V | ENXQ | 4.04% | $77,678,906 |
| PATHWAY VERTEX | MATRIX NORTH | 3QTQO0A3S | XNC | 10.98% | $3,702,799 |
| NORTH PRIME MATRIX | MOMENTUM HARBOR | 91ATYQZB2 | LVF | 9.68% | $31,989,504 |
| BRIDGE VALUE VITAL | VALUE VECTOR | 9YER39NRO | BWK | 4.46% | $82,474,039 |
| BRIDGE EMBER | RADIAL PRIME | LFCAAU69B | IVVLX | 4.22% | $5,242,438 |
| MERIDIAN CATALYST | BEACON UNISON | RC0WNUDF8 | OWLA | 11.35% | $23,126,205 |
| HARBOR RADIAL | ELEMENT INSIGHT | XJ8WVZMHV | DWKC | 2.78% | $84,442,561 |