$25.3M Total AUM
$25.3M Disc. AUM
-- 3Y CAGR
1 Employees
46 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Ridge
- Established Date
- 11-21-2022
- Office Locations
- 1
Office Locations
150 EL Camino Real STE 206 Tustin CA
About PMA Wealth Management
PMA Wealth Management provides integrated accounting, tax planning, and wealth management for business owners, with experience across real estate, e-commerce, retail, and medical practices. Portfolios are implemented primarily with ETFs and custody can be held at Charles Schwab. The firm also publishes timely tax and retirement planning guidance via its QuickReads resources.
Team overview
39 AVG AGE
$25.3M AVG AUM / ADVISOR
$550.4K AVG AUM / CLIENT
3.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Momentum Horizon Ember
Client Personas
Frontier catalyst
Custodian
Bridge
Investment Themes
North momentum Insight
Investment Vehicles
Capital
Services
Delta Glacier Prime vector Summit Insight Matrix Ridge capital
Technology
Meridian
Owner & Executives
S
Sagar Parikh
Chief Compliance Officer, Managing Member, Partner
- CRD
- #5397628
- Ownership
- 75% or more
(715) 829-6527
foundation.value@pathwaycapital.com
in linkedin.com/in/frontier-optima
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $25,317,889 | -- |
| Non-Discretionary | $0 | -- |
| Total | $25,317,889 | -- |
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Separately Managed Accounts
Total SMA Asset: $25,317,889
Public Funds:
68.4% Cash:
31.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,120,385,733 | 68.4% |
| Cash | $517,605,105 | 31.6% |
| Total | $1,637,990,838 | 100.0% |