PMA WEALTH MANAGEMENT

PMA WEALTH MANAGEMENT of TUSTIN, CA is an SEC-registered investment adviser (CRD 323475). Regulatory assets under management: $25.3M.

Registration

• CRD: 323475
• Type: Registered investment adviser
• Location: 150 EL CAMINO REAL, TUSTIN, CA, 92780
• Phone: 714-731-7677
• Latest filing: 2026-04-06
• Regulatory AUM: $25.3M
• Discretionary AUM: $25.3M
• Clients: 1
• Accounts: 105

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search