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
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 Clients

Firm profile

FINTRX

Overview

PMC Wealth, LLC is an independent registered investment adviser organized as an LLC and SEC-registered in 2025. The firm serves individual and family clients and bills using a mix of percentage-of-assets, hourly fees, and other arrangements. Its advisory work centers on financial planning and discretionary portfolio management for individuals, small businesses, and certain business or institutional clients. The adviser is identified as a domestic entity/individual-owned firm, does not position itself as a capital allocator, and is not marked as an active ESG investor or a multi-state adviser.