SEC Form ADV

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Registered Investment AdviserNY
$722.9M
Assets Under Management
2,845
Total Clients
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Registration Details

Accession
CRD-151237
Location
SARATOGA SPRINGS, NY
Filing Date
May 14, 2026
AUM
$722.9M
Total Clients
2,845
Amendment
No

About this Adviser

MINICHMACGREGOR WEALTH MANAGEMENT, LLC is a registered investment adviser headquartered in SARATOGA SPRINGS, NY, managing approximately $722.9M in assets across 2,845 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.