Patrick John Mcnaughton
Investment adviser representative at Mcnaughton Wealth Management, LLC
25 yearsExperience
3 statesRegistered in
$291.6MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
25 years in the industry.
- Mcnaughton Wealth Management, LLCApr 2019 to now
- Ameriprise Financial Services, Inc.Mar 2001 to Apr 2019
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, TX).
Mcnaughton Wealth Management, LLC
$291.6MAssets managed
240Clients
4Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4368062
- Firm CRD
- 300330