# PM WEALTH MANAGEMENT, LLC

PM WEALTH MANAGEMENT, LLC of NEW YORK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 298324
- Type: SEC-registered investment adviser
- SEC file number: 801-114059
- Location: 14 PENN PLAZA, 18TH FLOOR, NEW YORK, NY, 10122
- Phone: 866-982-7790
- Latest filing: 2022-06-07
- Regulatory AUM: $666.3M
- Discretionary AUM: $666.3M
- Clients: 6
- Accounts: 1,209

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| FRIEDMAN MARK LAWRENCE | MEMBER | — |
| SWENDIMAN MATTHEW ASHLEY | CHIEF COMPLIANCE OFFICER | — |
| HAYES ZACHARY DANIEL | CHIEF COMPLIANCE OFFICER | — |
| SPECHT MARC ADAM | CHIEF EXECUTIVE OFFICER | — |
| HAGGERTY THOMAS JOSEPH | CHIEF OPERATING OFFICER | — |
| Rust Joseph | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298324/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298324/similar
- Related entities: https://search.stillhousedata.com/firm/298324/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298324

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.