Penmar Wealth Management LLC
RIAState Registered
Total AUM
$151K
Discretionary
$151K
100% of AUM
Avg account
$75.7K
Accounts
2
Employees
2
Advisory reps
2
Firm details
- Headquarters
- ,
- CRD number
- 338462
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Penmar Wealth Management LLC is an independent, owner-operated RIA organized as an LLC that serves individual and family clients. The firm acts as a capital allocator, selecting third-party managers in addition to providing in-house financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and via hourly billing for some services. Penmar indicates a relationship with the insurance industry as an affiliation and does not identify as an active ESG investor.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds67%
- Exchange Traded Equities32%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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