PMC Wealth, LLC

RIASEC RegisteredEst. 2025

Total AUM

$550K

Discretionary

0% of AUM

Avg account

$550K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Clarence, New York
CRD number: 332215
Registered since: September 2, 2025
Website: pmcwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI100%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

PMC Wealth, LLC is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered (registered in 2025) and describes itself as a capital allocator serving individual and family clients. Its advisory services focus on financial planning, portfolio management for individuals and small businesses as well as for businesses or institutions, and selection of other advisers when outside expertise is required. Fee arrangements include a percentage-of-AUM component, hourly charges, and other fee types. PMC Wealth does not position itself as an ESG investor and, per its filings, is not a multi-state adviser. The firm also lists an affiliation with an insurance company.