Pmc Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Clarence, NY. Its latest Form ADV filing, dated April 8, 2026, reports $550,000 in regulatory assets under management, 2 employees, and 1 account.
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Other fee arrangements
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$550Kas of April 8, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$550K
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$550K
Total Accounts1
10Y AUM Change+$550K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee1:1
10Y Employee Change+1 (+100.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.