Mcnaughton Wealth Management, LLC

California
Registered In
01/15/2019
Incorp. Date

Company Summary

Mcnaughton Wealth Management, LLC at 3655 Nobel Dr STE 490, San Diego, Ca 92122 lists Patrick Mcnaughton of San Diego, CA as the associate.

Registered In
California
Incorporation Date
Registration Type
Domestic
Company Type
Limited Liability Company - Ca
Status
Active
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Patrick Mcnaughton Individual Agent
3655 NOBEL DR STE 490, SAN DIEGO, CA 92122
Patrick Mcnaughton CEO
3655 NOBEL DR STE 490, SAN DIEGO, CA 92122
Patrick Mcnaughton Manager
3655 NOBEL DR STE 490, SAN DIEGO, CA 92122
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3655 NOBEL DR STE 490, SAN DIEGO, CA 92122 View Map

Financial Information for Mcnaughton Wealth Management, LLC

Form 5500

MCNAUGHTON WEALTH MANAGEMENT, LLC

3655 Nobel Drive Suite 490, San Diego, Ca 92122 (858) 693-2310 EIN:83-3417442 Plan Admin:Patrick Mcnaughton
Year Plan Name Participants BOY/EOY Assets BOY/EOY
2023 Plan NameMCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,724,383 / $2,380,071 2023 MCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #002 5 / 5 $1,724,383 / $2,380,071
2022 Plan NameMCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #002 Participants BOY/EOY5 / 6 Assets BOY/EOY$2,227,011 / $1,724,383 2022 MCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #002 5 / 6 $2,227,011 / $1,724,383
2021 Plan NameMCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$1,787,911 / $2,227,011 2021 MCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #002 5 / 5 $1,787,911 / $2,227,011
2020 Plan NameMCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #002 Participants BOY/EOY6 / 5 Assets BOY/EOY$1,282,650 / $1,787,911 2020 MCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #002 6 / 5 $1,282,650 / $1,787,911
2019 Plan NameMCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN Plan #002 Participants BOY/EOY5 / 5 Assets BOY/EOY$982,096 / $1,282,650 2019 MCNAUGHTON WEALTH MANAGEMENT, LLC 401(K) PLAN - Plan #002 5 / 5 $982,096 / $1,282,650
Benefit & Retirement Plans based on Form 5500.
Address Match:3655 Nobel Dr Ste 490 San Diego, CA
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The following government agencies have contributed data:

California Secretary of State U.S. Department of Labor
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