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MCM WEALTH

NOVATO, CA · CRD 136075 · IAPD ↗ · mcmwealth.com · 844-626-4949

$170.8MRegulatory AUM
6Advisory reps
7Employees
0Clients
1-10Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
September 2026 — MCM WEALTH notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2026 — MCM WEALTH notice-filed in NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
August 2024 — MCM WEALTH changed its website from marincapitalmanagement.com to mcmwealth.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
50
April 2024 — MCM WEALTH added office(s): 5 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.