LP Profile

MinichMacGregor Wealth Management

Also known as minichmacgregor wealth

Wealth ManagerSaratoga Springs, United StatesFounded 2009
Saratoga Springs
Headquarters
Investment Focus

About MinichMacGregor Wealth Management

Our experienced financial advisors offer expert guidance in wealth management, financial planning, and investment strategies. Visit us to secure your financial future today.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to MinichMacGregor Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified
Reported AUM
$722.9M
Total Clients
2,845
Filing Date
May 14, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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Recent Filings

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FAQ

Frequently asked questions

What type of investor is MinichMacGregor Wealth Management?

MinichMacGregor Wealth Management is a wealth manager based in Saratoga Springs, United States.

Where is MinichMacGregor Wealth Management headquartered?

MinichMacGregor Wealth Management is headquartered in Saratoga Springs, United States.

When was MinichMacGregor Wealth Management founded?

MinichMacGregor Wealth Management was founded in 2009.

How can I contact MinichMacGregor Wealth Management?

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