SEC Form ADV

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Firm profile: MinichMacGregor Wealth Management — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserNY

$722.9M

Assets Under Management

2,845

Total Clients

Employees

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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
Institutional Clients: 19
Employees: 10
Amendment: No
SEC EDGAR: View original filing →

Client Types

IndividualsHNW IndividualsPension PlansCorporations

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.

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