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PMA Wealth Management
PMA Wealth Management is a state-registered investment adviser in Tustin, CA. The firm manages approximately $25 million in regulatory assets.
Overview
PMA Wealth Management is a state-registered investment adviser in Tustin, CA. The firm manages approximately $25 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Multi Family Office
Year founded
1993
Location
Region
North America
Country
United States
City
Tustin
Corporate office
Chicago, IL, United States
Principals
John W. Ryan
CEO
David G. Lafleur
President
Sector focus
Frequently asked questions
Who makes investment decisions at PMA Wealth Management?
John W. Ryan serves as CEO and oversees investment strategy, supported by a team of professionals. David G. Lafleur was promoted to President in November 2024. The firm operates with a committee-based approach for client portfolios.
Does PMA invest in direct deals or only funds?
PMA participates in both fund commitments and direct co-investments, particularly in private equity and real estate. It sources direct opportunities through network relationships with GPs and other family offices.
What is PMA's fee model?
PMA operates as a fee-only RIA, charging a percentage of assets under management rather than commissions or proprietary product sales. This is intended to align the firm's incentives with client outcomes.
What types of clients does PMA serve?
PMA serves high-net-worth families, multi-generational family groups, foundations, and endowments. It focuses on clients with long-term investment horizons who seek customized portfolio management.
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