$550.0K Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
1 ADV. Clients
0 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-02-2025
- Office Locations
- 1
Office Locations
4624 Goodrich Road Clarence NY
About PMC Wealth, LLC
PMC Wealth, LLC is a Clarence-based RIA. The firm has been operating for 0 years. Managing $550.0K in total assets under management, with 2 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
38 AVG AGE
$275.0K AVG AUM / ADVISOR
$550.0K AVG AUM / CLIENT
0.6 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
0yrs Firm Age
Insights
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Accredited Investors
Available
Asset Classes
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Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
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Owner & Executives
B
Brandon Beckinghausen
Chief Compliance Officer, President
- CRD
- #8105468
- Ownership
- 10% but less than 25%
Available
Available
Available
S
STEFAN KIP ASTHEIMER
Chief Operations Officer
- CRD
- #6173843
- Ownership
- Less than 5%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $550,000 | $550,000 |
| Total | $550,000 | $550,000 |
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Separately Managed Accounts
Total SMA Asset: Available
Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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