CRD: 151237
Minichmacgregor Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Pioneer crestPeak foundation
- Established Date
- 08-20-2009
- Office Locations
- 3
Office Locations
About Minichmacgregor Wealth Management, LLC
Minich MacGregor Wealth Management is an RIA based in Saratoga Springs, NY, focused on retirees and pre-retirees (often with $500k+ saved) and business owners. The team provides financial and retirement planning, portfolio management, and 401(k)/403(b) plan advice, using planning analytics and tools such as eMoney and Black Diamond. Custody is primarily at Schwab, with portfolios commonly implemented via mutual funds and ETFs.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JASON KEITH MACGREGOR
Financial Advisor, General Partner, Managing Member
- CRD
- #2396461
- Ownership
- 50% but less than 75%
JAMES FRANKLIN MINICH
Managing Member, Principal
- CRD
- #1708380
- Ownership
- 50% but less than 75%
Momentum pioneer
Unison alpha north
- CRD
- #32446
- Ownership
- 40.5%
Showing 2 of 3 owners & executives
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Hayden Thomas LaBelle
--
- CRD
- #6593214
CORY LEE LAIRD
Financial Planner
- CRD
- #6552295
Optima signal
Insight horizon insight
- CRD
- #43327
Showing 2 of 8 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $722,877,131 | $254,087 |
| Non-Discretionary | $0 | -- |
| Total | $722,877,131 | $254,087 |
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Separately Managed Accounts
Total SMA Asset: $722,877,131
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,419,007,638 | 20.3% |
| Equity - Exchange | $1,363,086,155 | 19.5% |
| Cash | $1,370,076,341 | 19.6% |
| Corporate - Investment Grade | $908,724,103 | 13.0% |
| Municipal Bonds | $768,920,395 | 11.0% |
| U.S. Government/Agency | $1,160,370,779 | 16.6% |
| Total | $6,990,185,411 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| FOUNDATION PATHWAY TIMBER | SUMMIT OAK | RVM85MEHC | DBU | 4.16% | $38,350,649 |
| VALUE SUMMIT | EAGLE GLACIER | IUL643N3L | WCW | 5.57% | $31,651,776 |
| ATLAS SUMMIT VITAL | ALPHA HORIZON | 1YTDBTC3F | DWH | 12.15% | $46,529,012 |
| UNISON QUANTUM PRIME | GLACIER HORIZON | 6IULG06K3 | DGP | 1.79% | $12,025,918 |
| ALPHA TIMBER | MATRIX OPTIMA | D7FR64074 | EGK | 10.06% | $48,760,828 |
| PEAK ATLAS | ALPHA TIMBER | D3GN5SZN2 | OURD | 11.45% | $66,222,862 |
| HORIZON CAPITAL SIGNAL | QUANTUM ALPHA | PR3PX0LCE | DVZMU | 11.99% | $62,555,333 |
| ATLAS WAVE | NORTH ATLAS | L037CNYVB | JTSP | 1.30% | $37,026,475 |