RIA Intel›Advisers›California›PENMAR WEALTH MANAGEMENT LLC

PENMAR WEALTH MANAGEMENT LLC

Advisory

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in CA

#5,403

of 5,480 advisers by AUM

Average account

$76K

across 2 accounts

AUM per adviser

$76K

2 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$151K

Discretionary %

100%

Clients

2

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$151K

Discretionary AUM$151K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients2

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NJ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

2 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

ARTIZAN WEALTH MANAGEMENT LLC

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$150K

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$150K

EQUITY X INVESTMENTS, LLC

SACRAMENTO, CA

$153K

BWWP, LLC

PALM DESERT, CA

$147K

U-NEST HOLDINGS, LLC

NORTH HOLLYWOOD, CA

$156K

+420.2% 1Y

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