# PMC Wealth, LLC

> PMC Wealth, LLC is an SEC-registered investment advisory firm in Clarence, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated September 22, 2026.

- CRD: 332215
- Filed as: PMC WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Clarence, NY
- Filing period: October 2026
- Form ADV filing dated: September 22, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332215
- AdvisorCensus page: https://advisorcensus.com/firm/pmc-wealth-llc-clarence-ny-332215

## Quick answers

**How is PMC Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PMC Wealth, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**How much does PMC Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated August 13, 2026 states: Subscription: $47 a month (Foundational Financial Planning Membership); Hourly rate: $375 an hour (Licensed Investment Adviser Representative (IAR)); Hourly rate: $125 an hour (Client Strategy Assistant (CSA)). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is PMC Wealth, LLC located?**
PMC Wealth, LLC's principal office is in Clarence, NY, according to its Form ADV.

**Is PMC Wealth, LLC registered with the SEC or a state?**
PMC Wealth, LLC is an SEC-registered investment advisory firm, registered since 2025. Status as filed: 120-Day Approval. CRD 332215.

**How much does PMC Wealth, LLC manage?**
PMC Wealth, LLC reports $280,000 in regulatory assets under management in its Form ADV filing dated September 22, 2026 (100% discretionary).

**Which custodians does PMC Wealth, LLC use?**
PMC Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does PMC Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332215

**What changed in PMC Wealth, LLC's recent Form ADV filings?**
In the October 2026 filing data: Employees performing advisory functions went from 2 to 1. Regulatory assets under management went from $550,000 to $280,000 (-49%). Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated August 13, 2026)

- Subscription: $47 a month (Foundational Financial Planning Membership)

> Each membership tier includes a one-time onboarding fee and a flat monthly Membership Fee. Fees are payable in advance via credit card or ACH. Foundational Financial Planning Membership: $47/month Onboarding Fee: $350 (one-time)

- Hourly rate: $375 an hour (Licensed Investment Adviser Representative (IAR))

> Licensed Investment Adviser Representative (IAR) Starting at $375/hour

- Hourly rate: $125 an hour (Client Strategy Assistant (CSA))

> Client Strategy Assistant (CSA) $125/hour

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $280,000
- Discretionary: $280,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $20,000 |
| High net worth individuals | Fewer than 5 | $260,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pmcwealthadvisors.com

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 1.
- Regulatory assets under management went from $550,000 to $280,000 (-49%).
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $0 to $550,000.
- Registered or notice-filed in TX.
- Updated its list of owners and control persons (Schedule A).

### December 2025
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PMC Wealth, LLC (CRD 332215): Form ADV filing data as of October 2026.