PROFESSIONAL WEALTH MANAGEMENT SERVICES LLC

Overview

Professional Wealth Management Services LLC is an independent, individual-owned registered investment adviser that registered with the SEC in 2022 and operates as an LLC. Its client focus is individual and family households, and it also provides portfolio management for small businesses. Advisory work centers on financial planning and discretionary portfolio management; the firm also operates as an insurance broker. Compensation comes through a combination of AUM-based fees and fixed fees. The firm does not identify as an active ESG investor, is not a multi-state adviser, and does not serve as a pension consultant or related adviser. It is not described as a capital allocator; instead the practice appears to combine traditional advisory work with insurance distribution for private clients.

Assets & Accounts

Investments & Alternatives