RIA Intel›Advisers›New York›PM WEALTH MANAGEMENT, LLC

PM WEALTH MANAGEMENT, LLC

Advisory

N·NEW YORK, NY

Data as of Jun 7, 2022 · Source: SEC Form ADV

Total AUM

$666M

1-Year AUM Growth

+141.5%

3-Year CAGR

+69.5%

Employees

5

Assets Under Management

Total AUM$666M

Discretionary AUM$666M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients—

Team

Total Employees5

Investment Advisers6

Employee Growth (1Y)—

Filing History

Total Filings on Record13

First FilingAug 29, 2018

Latest FilingJun 7, 2022

🔒 Full AUM trend chart and 13 historical filings spanning 4+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PM WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.