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President and Chief Compliance Officer · PMC Wealth, LLC

Stefan K. Astheimer

CRD 6173843 · Named on Form ADV at one SEC-registered adviser

At a glance

PMC Wealth, LLC, an SEC-registered wealth manager based in Clarence, NY with $280,000 in regulatory assets, lists Stefan K. Astheimer on its Form ADV as President and Chief Compliance Officer, a control person.

Firms and roles

  • PMC Wealth, LLCPresident and Chief Compliance OfficerWealth manager · Clarence, NY · $0M in regulatory assets

AtlasMembers

Stefan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Stefan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.