MCGUIRE WEALTH MANAGEMENT
SEC RegisteredAbout the firm
The foundation of McGuire Wealth Management is to deliver the highest quality, effective, and goal-achieving investment management for our clients. As a Registered Investment Adviser, we embrace our fiduciary role in keeping the interests of our clients first.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 127 | $57M |
| High Net Worth Individuals | 175 | $977M |
| State/Municipal Entities | 5 | — |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.50% |
| Next $500,000 | 1.25% |
| Next $4,000,000 | 0.85% |
| Next $5,000,000 | 0.75% |
| Amounts over $10,000,000 | 0.60% |
Data as of March 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. MCGUIRE WEALTH MANAGEMENT has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.