PMC Wealth, LLC

RIASEC & State Registered

Total AUM

$280K

Discretionary

$280K

100% of AUM

Avg account

$93.3K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Clarence, New York
CRD number: 332215
Registered since: September 2, 2025
Website: pmcwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI92.86%
Individuals7.14%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers

Firm profile

FINTRX

Overview

PMC Wealth, LLC is a New York–based limited liability company that provides financial planning and portfolio management services to individuals, small businesses and institutions. The firm is registered with the SEC (registration year 2025) and describes itself as a capital allocator that also performs selection of other advisers. Its stated advisory activities include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and adviser selection. Fee arrangements listed on the firm’s materials include a percentage-of-AUM component, hourly charges and other fee types. The firm does not identify as an active ESG investor.