Prager Metis Wealth Management

PM Wealth Management, LLC (formerly Prager Metis Wealth Management) is a New York-based limited liability company specializing in financial advisory services. It is registered with the U.S. Securities and Exchange Commission and has a team of 8 employees, 7 of whom are advisors. While the number of clients served by the firm is unknown, it has been approved by the SEC and has been operating since September 2018.

• MARC ADAM SPECHT

  CHIEF EXECUTIVE OFFICER owns less than 5%

• MATTHEW ASHLEY SWENDIMAN

  CHIEF COMPLIANCE OFFICER owns less than 5%

• PRAGER METIS WEALTH MANAGEMENT GROUP LLC

  MEMBER owns 75% or more

• THOMAS JOSEPH HAGGERTY

  CHIEF OPERATING OFFICER owns less than 5%

• GLENN LAWRENCE FRIEDMAN

  MEMBER

• JOSEPH RUST

  MEMBER

• Cramer Rosenthal Mcglynn LLC
• One Rock Capital Partners LLC
• Goldpoint Partners LLC
• G&G Planning Concepts Inc
• Granger Management LLC
• Mount Street Portfolio Advisors LLC
• Industrial Development Funding LLC
• Griffin Asset Management Inc
• MPWM Advisory Solutions LLC
• Reservoir Operations LP