Pm Wealth Management, LLC

PM Wealth Management, LLC is a registered investment adviser established in September 2018, operating as a limited liability company under New York law. The firm offers portfolio management services through the SWM II wrap-fee program, providing asset management and brokerage services for an all-inclusive fee. Clients can opt for discretionary or non-discretionary portfolio management, with discretionary accounts granting the firm authority to make investment decisions without prior client approval. The firm's investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, and Modern Portfolio Theory. PM Wealth Management charges an annual management fee based on the market value of the portfolio, ranging from 2.00% to negotiable rates for portfolios over $5,000,000. The firm may combine account values of family members to determine applicable fees. Clients can withdraw assets with notice, and fees are deducted directly from accounts. The firm does not vote proxies on behalf of clients and does not accept performance-based fees. PM Wealth Management discloses potential risks, including liquidity risk, credit risk, inflation and interest rate risk, and horizon and longevity risk. The firm does not have any disciplinary disclosures and maintains a Code of Ethics to ensure compliance and protect client interests. Clients are informed about the firm's financial stability and are not required to prepay fees beyond a certain amount. PM Wealth Management does not participate in class action lawsuits or provide financial statements due to not holding client funds.