Penmar Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 338462
- 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 owner-operated independent registered investment adviser that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and performs selection and oversight of other advisers when it uses external managers. Its compensation model includes both a percentage-of-assets-under-management fee and hourly charges. The firm identifies as a capital allocator rather than a pure fiduciary-only planner, does not mark itself as an active ESG investor, and lists an insurance company among its industry affiliations.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Brad Tonoff
Founder and CEOCRD 8153051
Contacts
1 of 1
Mark Tonoff
Investment Advisor RepresentativeCRD 2108497
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations