Minichmacgregor Wealth Management, Llc
- Regulatory AUM
- $723M
- Discretionary
- $723M
- Clients
- 928
- Avg AUM / client
- $779K
- Accounts
- 2,845
- Employees
- 10
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of May 14, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 711 | $262M | 36.2% |
| High net worth individuals | 193 | $398M | 55.1% |
| Pension and profit sharing plans | 19 | $61.6M | 8.52% |
| Corporations and other businesses | 5 | $1.3M | 0.18% |
People (8)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| James Franklin Minich | Managing Member | Sep 2009 (17y) | 50% – 75% | |
| Jason Keith Macgregor | Managing Member | Sep 2009 (17y) | 50% – 75% | |
| Michele Anne Tellstone | Chief Compliance Officer | Jan 2016 (11y) | Less than 5% | |
| Cory Lee Laird | Registered representative | CFP | Oct 2017 (9y) | |
| Patrick Joseph Younis | Registered representative | May 2021 (5y) | ||
| Andrew John Pallas | Registered representative | CFP | Nov 2022 (4y) | |
| Hayden Thomas La Belle | Registered representative | Apr 2025 (1y) | ||
| Brenton Wesley Smith | Registered representative | CFP | Aug 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/14/2026 | 936 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $636M (88% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 14, 2026.
View current Form ADV (SEC/IAPD) ↗