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- Custodian
- First Clearing · Trade-PMR · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 4, 2026, reported AUM increased 29.6%, from $819.0M to $1.1B.
Across 5 reported observations, AUM increased 54.4% between March 14, 2022 and March 4, 2026, from $687.2M to $1.1B.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 316 clients, or 105.3 clients per representative. That equates to $3.4M in reported AUM per client.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 4, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Mcguire Wealth Management record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
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
SMA allocation detail is available
Mcguire Wealth Management has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
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Mcguire Wealth Management's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.