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Pmc Wealth, LLC

● SEC registered since 2025CRD 332215SEC# 801-134265Clarence, NY
Export (members)
Reg. AUM
$550K
Employees
2
Accounts
1
Location
Clarence, NY

Pmc Wealth, LLC assets under management

Pmc Wealth, LLC is a registered investment adviser overseen by the SEC based in Clarence, NY. The firm has been registered since 2025. It reports $550,000 in regulatory assets under management and employs 2 people.

Pmc Wealth, LLC owners & executives

7 reported
NameTitleOwnershipSince
Brandon Beckinghausen ControlPresident And Chief Compliance Officer10-25%2025
Pmc Holdings, LLC ControlManaging MemberOver 75%2025
Stefan Kip Astheimer ControlChief Operations OfficerUnder 5%2025
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Frequently asked questions

How much does Pmc Wealth, LLC manage?

Pmc Wealth, LLC reports $550,000 in regulatory assets under management on its Form ADV.

How many employees does Pmc Wealth, LLC have?

Pmc Wealth, LLC reports 2 employees.

Where is Pmc Wealth, LLC located?

Pmc Wealth, LLC is based in Clarence, NY and has been SEC-registered since 2025.

Does Pmc Wealth, LLC disclose fund performance?

Pmc Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4624 Goodrich Road, Clarence, NY 14031
Phone716-406-0440
Office hours9:00 a.m. - 5:00 p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Regulatory AUM

$550KNo change
Mar '26 — $550KApr '26 — $550KMay '26 — $550KJun '26 — $550K
Mar '26Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$550Kregulatory AUM
Discretionary $0Non-discretionary $550K