Pm Wealth Advisors LLC
CRD 335598SEC# 801-133883New York, NY
No longer SEC-registered. Pm Wealth Advisors LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
—
Employees
3
Accounts
—
Location
New York, NY
Pm Wealth Advisors LLC assets under management
Pm Wealth Advisors LLC operates as an SEC-registered investment adviser based in New York, NY. It employs 3 people.
Pm Wealth Advisors LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Glenn Lawrence Friedman Control | Chief Executive Officer | Under 5% | 2025 |
| Joseph Nm Rust Control | Chief Compliance Officer | Under 5% | 2025 |
| Lori Ann Roth Control | President | Under 5% | 2025 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How many employees does Pm Wealth Advisors LLC have?
Pm Wealth Advisors LLC reports 3 employees.
Where is Pm Wealth Advisors LLC located?
Pm Wealth Advisors LLC is based in New York, NY.
Does Pm Wealth Advisors LLC disclose fund performance?
Pm Wealth Advisors LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 14 Penn Plaza, Suite 1800, New York, NY 10122 |
| Office hours | 9:00a.m. - 5:00p.m. |
| Discloses disciplinary history | No |
How this firm compares
EmployeesTop 77%
More than 23% of 16,825 advisers