# PM WEALTH ADVISORS LLC

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

## Registration

- CRD: 335598
- Type: SEC-registered investment adviser
- SEC file number: 801-133883
- Location: 14 PENN PLAZA, SUITE 1800, NEW YORK, NY, 10122
- Phone: 212-643-0099
- Latest filing: 2026-06-18
- Clients: 3

## Business model

- Compensation: % of AUM
- Clients served: High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Glenn Lawrence Friedman | CHIEF EXECUTIVE OFFICER | Woodbury, NY |
| Joseph Nm Rust | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/ VICE PRESIDENT | — |
| Lori Ann Roth | PRESIDENT | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| EL SEGUNDO | CA | 1 | (310) 616-0213 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335598/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335598/similar
- Related entities: https://search.stillhousedata.com/firm/335598/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335598

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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.