Minichmacgregor Wealth Management, LLC

CRD 151237 · Saratoga Springs, NY · $722.9M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 151237
SEC number: 801-70490
Firm type: RIA
Assets under management: $722.9M as of May 14, 2026
Website: www.minichmacgregor.com ↗
Phone: (518) 499-4565
Address: 21 Congress Street, Saratoga Springs, NY, 12866

Advisors at this firm

8 in our index · page 1 of 1

Cory Lee LairdCRD 6552295 · Saratoga Springs, NY

IA Registered
Hayden Thomas LabelleCRD 6593214 · Saratoga Springs, NY

IA Registered
Jason Keith MacgregorCRD 2396461 · Saratoga Springs, NY

IA RegisteredRegistration inactive
James Franklin MinichCRD 1708380 · St Augustine, FL

IA RegisteredRegistration inactive

Disclosure event(s) on record
Andrew John PallasCRD 6113250 · Saratoga Springs, NY

IA RegisteredRegistration inactive
Brenton Wesley SmithCRD 6030661 · Albany, NY

IA RegisteredRegistration inactive
Michele Anne TellstoneCRD 4296759 · Saratoga Springs, NY

IA RegisteredRegistration inactive
Patrick Joseph YounisCRD 4817155 · Saratoga Springs, NY

IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

SEC IAPD record for firm CRD 151237 ↗ FINRA BrokerCheck record for firm CRD 151237 ↗ BrokerCheck Terms of Use ↗ Report a data error on this page →

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.