PM WEALTH MANAGEMENT, LLC

PM WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser (CRD 298324). Regulatory assets under management: $666.3M.

Registration

Officers, owners & control persons (6)

NameRoleLocation
FRIEDMAN MARK LAWRENCEMEMBER
SWENDIMAN MATTHEW ASHLEYCHIEF COMPLIANCE OFFICER
HAYES ZACHARY DANIELCHIEF COMPLIANCE OFFICER
SPECHT MARC ADAMCHIEF EXECUTIVE OFFICER
HAGGERTY THOMAS JOSEPHCHIEF OPERATING OFFICER
Rust JosephMEMBER

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