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PM WEALTH MANAGEMENT, LLC
NEW YORK, NY
866-982-7790
SEC #801-114059Total AUM
$666.3M
Employees
6Clients
662Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
14 PENN PLAZA
18TH FLOOR
NEW YORK
NY 10122
United States
18TH FLOOR
NEW YORK
NY 10122
United States
Operating Hours
9-5
Monday - Friday
Monday - Friday
Phone
866-982-7790
Other Offices
2
Financials
Total AUM
$666.3M
Accounts
1,209Discretionary
$666.3M
Accounts
1,209Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
352AUM
$64.6M
HNW Individual Clients
281AUM
$573.3M
Pension/Profit Sharing Plan Clients
21AUM
$18.2M
Corporation or Business Clients
8AUM
$10.2M
Services
Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
FINANCIAL PLANNING FEE
Compliance
Disclosures
None reported
State Registrations
CACTFLLAMAMDNCNJNYPATX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.