Minichmacgregor Wealth Management, LLC

Overview

Minichmacgregor Wealth Management, LLC is an SEC registered investment adviser based in Saratoga Springs, NY, registered since 2009. It reports $723M in assets under management across 2,845 accounts, with 10 employees. It has 8 investment adviser representatives.

Reported AUM

$723M

Discretionary

100%

Accounts

2,845

Average account

$254K

Employees

10

Advisory reps

8

Registered since

2009

Jurisdictions

10

As reported in the firm's May 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Other Advisory Services
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 3 of 3

• James Franklin Minich Managing Member CRD 1708380
• Jason Keith Macgregor Managing Member CRD 2396461
• Michele Anne Tellstone Chief Compliance Officer CRD 4296759

Advisory reps 3 of 8

• Hayden Thomas LaBelle Investment Adviser Rep CRD 6593214
• Cory Lee Laird Investment Adviser Rep CRD 6552295
• Jason Keith Macgregor Investment Adviser Rep CRD 2396461

5 more advisory reps, with emails, phones and branch locations

Location

Headquarters

21 Congress St Ste 203
Saratoga Springs, NY 12866

County

Saratoga

Metro area

Albany-Schenectady-Troy, NY

Region

Northeast

Registrations

• SEC registered
• Registered in 10 jurisdictions
• Website: minichmacgregor.com

Every state, with registration dates

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