Penmar Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
2
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
The firm provides discretionary asset management and financial planning services to individual and high-net-worth clients, offering ongoing portfolio management, periodic account reviews, and shorter consultation engagements. Like many investment managers, it charges advisory fees based on assets under management and uses a qualified custodian to hold client assets.
PWM’s investment process draws on multiple analysis methods (including fundamental, technical, and Modern Portfolio Theory) and supports a range of strategies from long-term allocations to option writing and margin trading. The firm commonly engages third‑party sub‑advisers and, unusually, may grant those sub‑advisers full discretionary authority and the ability to further delegate portfolio management decisions.
Distinctive features include an affiliated insurance and marketing business through which the firm’s principal conducts outside activities and receives commission compensation, a practice the brochure discloses and manages as a conflict of interest. The firm also offers hourly financial planning fees in addition to AUM-based management and discloses its ability to select other advisers and pay referral arrangements, each noted as potential conflicts mitigated by disclosure and fiduciary policies.
Client services
Expertise
Fee options
$250 per hour (financial planning services)
Account minimum: $100,000
Main office location
Penmar Wealth Management LLC
Santa Monica CA, United States
Number of offices
2
Most active in
California · New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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