PMC Wealth, LLC

PMC Wealth, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Clarence, New York. On its latest Form ADV, filed October 7, 2026, it reports $280K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	332215 · SEC file 801-134265
Office	4624 Goodrich Road Clarence, NY 14031
Phone	(716) 406-0442
Website	pmcwealthadvisors.com
Regulatory assets under management	$280K
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Percentage of assets, Hourly, Other
Services	Financial planning, Portfolio management, Selection of other advisers
Employees	1
Disciplinary disclosures	None reported
Latest Form ADV filing	October 7, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

• Wi 1 firm
• Williamsville 8 firms
• East Amherst 1 firm
• Getzville 2 firms
• Amherst 2 firms
• West Seneca 1 firm
• Lockport 1 firm
• Buffalo 15 firms