Pmc Wealth, LLC
● SEC registered since 2025CRD 332215SEC# 801-134265Clarence, NY
Reg. AUM
$280K
Employees
1
Accounts
3
Location
Clarence, NY
About Pmc Wealth
PMC Wealth Advisors helps entrepreneurial and real estate investors integrate real estate, private deals, and market assets into one financial plan. It provides deal analysis, due diligence support, and coordinated retirement and legacy planning.
Summary based on the firm’s website.
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 $280,000 in regulatory assets under management and employs 1 people.
Pmc Wealth, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Pmc Holdings, LLC Control | Managing Member | Over 75% | 2025 |
| Stefan Kip Astheimer Control | President And Chief Compliance Officer | Under 5% | 2026 |
| Christopher Naugle | Manager | Over 75% | 2025 |
| Shawna Danielle Decker | Manager | — | 2025 |
| Stephen Gregory Nagy | Manager | — | 2025 |
| Troy Michael Hoffman | Manager | — | 2025 |
Frequently asked questions
How much does Pmc Wealth, LLC manage?
Pmc Wealth, LLC reports $280,000 in regulatory assets under management on its Form ADV.
How many employees does Pmc Wealth, LLC have?
Pmc Wealth, LLC reports 1 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
| Address | 4624 Goodrich Road, Clarence, NY 14031 |
| Phone | 716-406-0440 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$280K▼ 49%
Mar '26Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,389 advisers
EmployeesTop 94%
More than 6% of 16,799 advisers
Assets under management
$280Kregulatory AUM
Discretionary $280K