PM WEALTH MANAGEMENT, LLC
CRD #298324 SEC #801-114059 NEW YORK, NY 866-982-7790
SEC Registered
Total AUM
$666.3M
Discretionary
$666.3M
Employees
6
Clients
1
Accounts
1,209
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2022 | $666.3M | $666.3M | $0 | 6 | 0 |
| Feb 2022 | $666.3M | $666.3M | $0 | 6 | 0 |
| Aug 2021 | $275.9M | $275.9M | $0 | 6 | 0 |
| Mar 2021 | $275.9M | $275.9M | $0 | 6 | 0 |
| Dec 2020 | $228.6M | $227.3M | $1.4M | 6 | 0 |
| Jun 2020 | $228.6M | $227.3M | $1.4M | 6 | 0 |
| Mar 2020 | $228.6M | $227.3M | $1.4M | 6 | 0 |
| Oct 2019 | $122.5M | $122.5M | $0 | 8 | 0 |
| Aug 2019 | $122.5M | $122.5M | $0 | 8 | 0 |
| Mar 2019 | $122.5M | $122.5M | $0 | 8 | 0 |
| Feb 2019 | $122.5M | $122.5M | $0 | 8 | 0 |
| Aug 2018 | $0 | $0 | $0 | 10 | 0 |
| Aug 2018 | $0 | $0 | $0 | 10 | 0 |
DateJun 2022
Total AUM$666.3M
Discretionary$666.3M
Non-Disc.$0
Employees6
Clients0
DateFeb 2022
Total AUM$666.3M
Discretionary$666.3M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2021
Total AUM$275.9M
Discretionary$275.9M
Non-Disc.$0
Employees6
Clients0
DateDec 2020
Total AUM$228.6M
Discretionary$227.3M
Non-Disc.$1.4M
Employees6
Clients0
DateJun 2020
Total AUM$228.6M
Discretionary$227.3M
Non-Disc.$1.4M
Employees6
Clients0
DateMar 2020
Total AUM$228.6M
Discretionary$227.3M
Non-Disc.$1.4M
Employees6
Clients0
DateOct 2019
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateFeb 2019
Total AUM$122.5M
Discretionary$122.5M
Non-Disc.$0
Employees8
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees10
Clients0