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MCGUIRE WEALTH MANAGEMENT

WAKEFIELD, RI · CRD 296271 · IAPD ↗ · mcguirewealth.com · 401-364-5000

$1.06BRegulatory AUM
3Advisory reps
5Employees
2Clients
0Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

85
April 2026 — MCGUIRE WEALTH MANAGEMENT crossed $1B in regulatory AUM ($819.0M -> $1.06B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
45
April 2025 — MCGUIRE WEALTH MANAGEMENT notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
63
March 2024 — MCGUIRE WEALTH MANAGEMENT reported RAUM up 27% ($558.2M -> $707.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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