PMC Wealth, LLC

RIASEC & State Registered

Total AUM

$280K

Discretionary

$280K

100% of AUM

Avg account

$93.3K

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: HNWI92.86%
Individuals7.14%
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 an LLC. The firm is SEC-registered as of 2025 and is identified as a capital allocator that works primarily with individual and family clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and the selection of other advisers. Fee arrangements combine a percentage-of-AUM schedule with hourly charges and other fee types. PMC Wealth is not flagged as an active ESG investor, is not a multi-state adviser, and does not act as a pension consultant. The firm also lists an industry affiliation with an insurance company.