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PM Wealth Management Logo
PM Wealth Management CB Rank
2394603
Heat Score
38
PM Wealth Management renders financial planning, retirement planning, insurance, 401(k) plan and investment management services.
Founded
obfuscation
Private New York, New York, United States1-10 www.pmwealthllc.com
Financial Services
Insurance
Retirement
Wealth Management
Overview

PM Wealth Management
Heat Score
38

Growth Score
pts
in past quarter
Heat Score 38
-10 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About PM Wealth Management

CB Rank
2394603
PM Wealth Management renders financial planning, retirement planning, insurance, 401(k) plan and investment management services.
Founded
obfuscation
Private New York, New York, United States1-10 www.pmwealthllc.com
Financial Services
Insurance
Retirement
Wealth Management

Key People

Details

Also Known As Prager Metis Wealth Management
Operating Status Active
Company Type For Profit
Founders  James Weikart, Marc A. Specht
Phone Number +1-866-982-7790
Contact Email info@pmwealthllc.com
Predictions & Insights

Growth Prediction

See this Growth Prediction

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Financials
Market Intelligence
People
View Profiles & Contacts
Headcount 1-10 Employee Profiles 2 Board Members and Advisors 2 Contacts 1

Employee Profiles

Board Members and Advisors

News
Technology
View Tech Report

IT Spend

$566.5KThis year, PM Wealth Management is projected to spend $566.5K on IT, according to Aberdeen.

Active Website Tech Count

6PM Wealth Management is actively using 6 technologies for its website, according to BuiltWith. These include Common Crawl, CommonCrawl Top 50m, and  Google Maps.
Sub-Organizations
Frequently Asked Questions

Where is PM Wealth Management's headquarters? PM Wealth Management is located in New York, New York, United States.
Who We Are
What We Do
Helpful Links
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