← Back to searchVisit website
PMA WEALTH MANAGEMENT
PMA WEALTH MANAGEMENT, INC.
CRD 323475
150 EL CAMINO REAL, STE 206, TUSTIN, CA, 92780, United States
Phone
714-731-7677
Fax
N/A
Registration
— (—)
Source
State registered
Total AUM
$25.3M
Discretionary AUM
$25.3M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-04-06
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 40 | $10.0M |
| High net worth individuals | 5 | $15.1M |
| Charitable organizations | 1 | $250K |
All web addresses on file
Official SEC filing: View on IAPD