Mcnaughton Wealth Management, LLC

CRD 300330 · San Diego, CA · $291.6M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 300330
SEC number: 801-114983
Firm type: RIA
Assets under management: $291.6M as of Mar 31, 2026
Website: mcnaughtonwealthmgmt.com ↗
Phone: (858) 693-2310
Address: 3655 Nobel Drive, San Diego, CA, 92122

Advisors at this firm

3 in our index · page 1 of 1

Jennifer Bess MatthewsCRD 6314330 · San Diego, CA

IA RegisteredRegistration inactive
Patrick John McnaughtonCRD 4368062 · San Diego, CA

IA RegisteredRegistration inactive

Disclosure event(s) on record
Jennifer Corinne WilsonCRD 6707186 · San Diego, CA

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 300330 ↗ FINRA BrokerCheck record for firm CRD 300330 ↗ 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 Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.