Wealth Manager
    SEC Registered
    Manages Private Funds

    McGuire Wealth Management

    Registered investment advisor · Wakefield, Rhode Island · CRD #296271

    Assets Under Management
    $1.1B
    Client Accounts
    839
    Employees
    5
    CRD Number
    296271
    Registration
    SEC Registered
    Custodian
    Wells Fargo Clearing Services, Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About McGuire Wealth Management

    McGuire Wealth Management is a registered investment advisory firm providing investment management and financial planning services. It operates as a privately-held company. The firm focuses on delivering high-quality investment management for clients.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for McGuire Wealth Management

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is McGuire Wealth Management's AUM?

    McGuire Wealth Management reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is McGuire Wealth Management headquartered?

    McGuire Wealth Management is headquartered in Wakefield, Rhode Island.

    What is McGuire Wealth Management's CRD number?

    McGuire Wealth Management's CRD number is 296271. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does McGuire Wealth Management manage?

    McGuire Wealth Management manages approximately 839 client accounts according to its latest SEC filing.

    Is McGuire Wealth Management SEC registered?

    Yes, McGuire Wealth Management is registered with the SEC as an investment adviser with an approved registration status.

    Similar advisors in Rhode Island

    Fiam LLC
    Smithfield, RI · $347.7B AUM
    Providence Equity Partners L.L.C.
    Providence, RI · $24.1B AUM
    Nautic Partners, LLC
    Providence, RI · $14.3B AUM
    Citizens Securities, Inc.
    Johnston, RI · $12.9B AUM
    Global Strategic Risk Management, LLC
    Providence, RI · $2.9B AUM
    Parsons Capital Management Inc
    Providence, RI · $2.4B AUM
    See all top RIA firms in Rhode Island →

    Research firms like McGuire Wealth Management at scale

    Search 43,000+ investment firms and 640,000+ contacts by AUM, custodian, state, and strategy.

    Start Free Trial