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PMC WEALTH, LLC
CRD 332215 · SEC 801-134265
4624 GOODRICH ROAD, CLARENCE, NY, 14031, United States
Phone
716-406-0440
Fax
—
Registration
Registered (APPROVED-120)
Source
SEC registered
Total AUM
$550K
Discretionary AUM
$0
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; MONTHLY MEMBERSHIP FEES
Org form
Limited Liability Company
Filing date
2026-04-08
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 1 | $550K |
States served
NY, TX
All web addresses on file
Official SEC filing: View on IAPD