MCNAUGHTON WEALTH MANAGEMENT, LLC

CRD 300330File 801-114983

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$291.6M

Below cohort median (national)

Discretionary AUM

$281.5M

Non-discretionary $10.1M

Clients

240

944 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Apr 9, 2019
Principal office: 3655 NOBEL DRIVE, SUITE 490, SAN DIEGO, CA, 92122
Phone: (858) 693-2310
Website: HTTPS://MCNAUGHTONWEALTHMGMT.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $291.6M
Discretionary AUM: $281.5M
Non-discretionary AUM: $10.1M
Discretionary accounts: 923
Non-discretionary accounts: 21
Total accounts: 944
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	122	$241.0M
Pension and profit sharing plans	Fewer than 5	$6.2M
Individuals (other than high net worth individuals)	118	$44.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.