What departments does PSM Private Wealth Management LLC have?

PSM Private Wealth Management LLC has employees across 1 departments including Business.

What is the largest department at PSM Private Wealth Management LLC?

The largest department at PSM Private Wealth Management LLC is Business with 1 employees.

Where are PSM Private Wealth Management LLC employees located globally?

PSM Private Wealth Management LLC has employees across 1 continents and 1 countries including United States Of America.

How has PSM Private Wealth Management LLC's team size changed over time?

PSM Private Wealth Management LLC's team has remained stable from approximately 2 to 2 employees based on available data.

PSM Private Wealth Management LLC Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

We are a wealth planning team with more than 70 years combined industry experience. We excel at comprehensive retirement, estate and education planning for families, small business and government entities. We provide risk management through comprehensive insurance review and work to make taxable accounts tax efficient.


Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Private Wealth Services, LLC (Kestra PWS), an affiliate of Kestra IS. PSM Wealth Management, LLC. is a member firm of Kestra Private Wealth Services, LLC. PSM Wealth Management, LLC. and Kestra IS are not affiliated. Kestra IS and Kestra PWS do not offer tax or legal advice. This LinkedIn profile published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-553-7872.

Find PSM Private Wealth Management LLC employees' phone numbers or email addresses

PSM Private Wealth Management LLC Global Highlights

North America
1

United States Of America
1

PSM Private Wealth Management LLC's Leadership

J. P.
Chief Investment Officer, Cima, Mba
Mobile Phone
Email

PSM Private Wealth Management LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from PSM Private Wealth Management LLC

Name

Title

Contact Info

Location

Last Update

J. P.
Chief Investment Officer, Cima, Mba
Mobile Phone
Email
United StatesCalifornia
May 21, 2025

Frequently Asked Questions

What is PSM Private Wealth Management LLC known for?

PSM Private Wealth Management LLC was founded in 2013 operates in the Financial Services industry. The company's main headquarters is located in 3 Pointe Drive Suite 111 Brea, California 92821 United States. Explore PSM Private Wealth Management LLC's company overview page for more information.

What is PSM Private Wealth Management LLC's most common email format?

PSM Private Wealth Management LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more PSM Private Wealth Management LLC email formats with LeadIQ.

How many employees does PSM Private Wealth Management LLC have currently?

PSM Private Wealth Management LLC has approximately 3 employees as of February 2026. These team members are located across 1 continents, including North America.

Who are PSM Private Wealth Management LLC's key employees and leadership?

As of February 2026, PSM Private Wealth Management LLC's key employees include:

Chief Investment Officer, Cima, Mba: J. P.

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