CRD: 300330
Mcnaughton Wealth Management, LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Atlas signalZenith
- Established Date
- 04-09-2019
- Office Locations
- 1
Office Locations
About Mcnaughton Wealth Management, LLC
McNaughton Wealth Management is a San Diego-based fiduciary RIA providing objective financial planning and wealth management for individuals, families, pre-retirees/retirees, peak-career professionals, and business owners. The team emphasizes tax-aware planning, retirement plan optimization, executive compensation/stock option analysis, and succession/exit planning, with portfolios built around asset allocation using ETFs and mutual funds, custodied at Schwab.
Team overview
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Owner & Executives
JENNIFER BESS MATTHEWS
Chief Compliance Officer, Financial Advisor, General Partner
- CRD
- #6314330
- Ownership
- Less than 5%
PATRICK JOHN MCNAUGHTON
Managing Member, Wealth Manager
- CRD
- #4368062
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Jennifer Corinne Wilson
Chief Compliance Officer, DIRECTOR OF ASSET MANAGEMENT
- CRD
- #6707186
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $281,523,571 | $305,009 |
| Non-Discretionary | $10,099,887 | $480,947 |
| Total | $291,623,458 | $308,923 |
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Separately Managed Accounts
Total SMA Asset: $291,623,458
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $89,521,986 | 14.8% |
| Equity - Exchange | $63,512,220 | 10.5% |
| Cash | $91,336,621 | 15.1% |
| Municipal Bonds | $150,009,815 | 24.8% |
| Other | $114,321,996 | 18.9% |
| U.S. Government/Agency | $96,175,647 | 15.9% |
| Total | $604,878,285 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FUSION INSIGHT FOCUS | MOMENTUM TIMBER | YLPBG8EXW | YTYBV | 11.22% | $24,559,902 |
| CREST BEACON DELTA | RIDGE PEAK | 81CLUVZNY | GOENQ | 9.31% | $50,920,930 |
| VALUE EAGLE | LEGACY FRONTIER | U3S5B2DOM | FUEMZ | 12.26% | $113,894,651 |
| LEGACY FRONTIER | OPTIMA PRIME | E349AT3DF | SDOL | 10.54% | $98,078,942 |
| WAVE ZENITH | PATHWAY PRIME | 48XNSDCMG | BXSNJ | 3.61% | $58,776,533 |
| INSIGHT MOMENTUM MOMENTUM | MATRIX FOUNDATION | LCUTBYZBX | HKRG | 9.30% | $108,881,042 |
| CAPITAL MATRIX | UNISON GLACIER | 2YTDCO538 | IQB | 11.35% | $6,512,740 |
| WAVE QUANTUM HARBOR | EAGLE NORTH | CH0UBBED8 | WFN | 1.59% | $54,043,031 |