Company Information

Get to know PMA - Wealth & Tax Advisors

Founded in 1983, PMA - Wealth & Tax Advisors, LLC is a financial advisory firm dedicated to offering a full range of wealth management, tax compliance, and family office services. The firm operates with a team-based approach, combining expertise in investment management, financial planning, and tax strategy to provide integrated solutions for its clients. Their mission is to help families manage, preserve, and grow their wealth across generations through personalized and fiduciary advice.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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PMA - Wealth & Tax Advisors

United States

Founded in

1981 (45 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.