# PMA Wealth Management

PMA Wealth Management is a Multi Family Office based in Tustin, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Tustin, United States
- **Region:** North America
- **Address:** Chicago, IL, United States
- **Founded:** 1993
- **Assets under management:** $1B - $5B (Altss estimate)
- **Website:** pmawm.com

## Regulatory record

- **CRD number:** 323475
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323475

## About

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.

## Sectors

- Wealth Management
- Financial Services

## People

- John W. Ryan — CEO
- David G. Lafleur — President

## 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.

## Related profiles

- [Stonecreek Private Wealth](https://altss.com/profile/stonecreek-private-wealth-llc)
- [Scytale Ventures Cayman LLC](https://altss.com/profile/scytale-ventures-cayman-llc)

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Last updated: 2026-07-06T01:24:23.473Z

Canonical page: https://altss.com/profile/pma-wealth-management

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