P
Pmb Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$117,158,000
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
114
46% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
114
Average account size
$1,027,702
About
PMB Advisors serves individual and high‑net‑worth clients and their trusts and estates, offering portfolio management alongside financial planning and consultation services. Its advisory services include goal setting, strategic asset allocation, security selection and retirement‑related analyses such as retirement plan reviews and employee stock option analysis.
The firm builds portfolios around a personalized investment policy and asset allocation developed with each client, employing fundamental and cyclical analysis, charting and third‑party research. Implementation typically uses ETFs, mutual funds and individual stocks and bonds, with limited use of short‑term trading, margin, options or separate account managers when aligned with client objectives.
PMB Advisors also operates as a licensed insurance agent and discloses that it may receive sales loads or commissions on recommended insurance products, a potential conflict the firm addresses with clients. The firm recommends custody with LPL Financial to access institutional trading and custody services and has disclosed a prior consent order related to trade allocations and subsequent implementation of revised trade allocation policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Equity compensation tax strategy
Long-term care insurance
Charitable giving & philanthropy
Fee options
Fixed fees for financial planning and consultations may be negotiated
$0 - $249,999: 1.25% $250,000 - $999,999: 1.0% $1,000,000 - $1,999,999: 0.90% $2,000,000+: 0.75%
Insurance product sales commissions; bond sales credits up to 2%
$400 per hour for financial planning and consultation services
Account minimum: $100,000
Main office location
Pmb Advisors
101 Larkspur Landing Circle, Suite 319
Larkspur CA 94939-1746, United States
Number of offices
1
Most active in
Pmb Advisors has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")