RIA Intel›Advisers›New York›MINICHMACGREGOR WEALTH MANAGEMENT, LLC

MINICHMACGREGOR WEALTH MANAGEMENT, LLC

Advisory

N·SARATOGA SPRINGS, NY

Data as of Mar 11, 2026 · Source: SEC Form ADV

Total AUM
$723M
1-Year AUM Growth
+23.5%
3-Year CAGR
+12.8%
Employees
7
Assets Under Management
Total AUM$723M
Discretionary AUM$723M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients863
Team
Total Employees7
Investment Advisers10
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record47
First FilingAug 4, 2009
Latest FilingMar 11, 2026
🔒 Full AUM trend chart and 47 historical filings spanning 17+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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