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PMC Wealth, LLC

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Client assets under management

$550,000

Clients

1

100% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

1

Very Low

Average account size

$550,000

About

PMC Wealth provides financial planning, cash-management advisory and portfolio management services to individuals, families, trusts, estates and business entities. The firm’s brochure describes both non‑custodial investment advice for outside accounts and optional portfolio management; as of the filing date it reported $550,000 of non‑discretionary assets under management and one client relationship.

The firm delivers services through a subscription-style membership framework, supplemented by hourly planning engagements and traditional AUM‑based portfolio management where requested. PMC emphasizes active cash optimization — including institutional cash tools and a third‑party “KEEP with PMC” placement program that spreads balances across FDIC/NCUA‑insured networks — and provides model portfolios plus the option for discretionary or non‑discretionary custom management.

Compared with many peers, PMC Wealth is a very small, recently formed advisory practice operating with a compact team and a concentrated client base, and currently reports no discretionary AUM. The brochure also discloses affiliations with licensed insurance agents and related entities, and a practice of coordinating with clients’ outside professionals, which can create conflicts that the firm says it manages through disclosures and internal policies.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting Retirement income strategy Long-term care insurance Charitable giving & philanthropy Private / alternative investments

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Fee options

Percentage

$0 - $999,999: 0.80% $1,000,000 - $4,999,999: 0.70% $5,000,000 - $9,999,999: 0.60% $10,000,000+: 0.50%

Project-based

Starting at $375/hour for Licensed Investment Adviser Representative; $125/hour for Client Strategy Assistant

Subscriptions

Membership fees of $47/month (Foundational), $297/month (Advanced), $997/month (Holistic)

Other

Fee-only: Monthly membership fees of $47, $297, or $997 plus one-time onboarding fees; hourly fees starting at $125 to $375 per hour

Main office location

PMC Wealth, LLC

4624 Goodrich Road

Clarence NY 14031, United States

Number of offices

1

Most active in

More info

New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 716-406-0440

Advisors at this firm

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Stefan A

Series 65

Clarence, NY

PMC Wealth, LLC

Stefan Astheimer is a financial advisor at PMC Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has worked at several firms including Commonwealth Financial Network, Gottfried & Somberg Wealth Management, and Howe & Rusling Inc. PMC Wealth provides financial planning and cash-management advisory services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm offers membership-based planning, non-custodial investment advice, and optional portfolio management, using model portfolios and emphasizing institutional-grade cash optimization through insured cash placements.

Cash flow / budgeting Retirement income strategy Long-term care insurance Charitable giving & philanthropy Private / alternative investments
user avatar

Brandon B

Series 65

Clarence, NY

PMC Wealth, LLC

Brandon Beckinghausen is a financial advisor at PMC Wealth, LLC with a Series 65 credential and experience in banking regulatory risk management and compliance. He serves as CEO of Legacy Wealth Strategies, Inc., providing risk management support to affiliated education firms, and is also appointed as an independent insurance agent. His prior roles include work at credit unions and educational organizations. PMC Wealth offers financial planning and cash-management advisory services to individuals, trusts, charitable organizations, and businesses. The firm employs model portfolios across various investment objectives and emphasizes tactical cash management through insured placements and third-party cash managers, delivering services via membership plans or hourly consultations.

Cash flow / budgeting Retirement income strategy Long-term care insurance Charitable giving & philanthropy Private / alternative investments
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