Who We Are

PMB Advisors is an investment advisory firm registered with the U.S. Securities and Exchange Commission (SEC), headquartered in Larkspur, California. As an independent advisory institution, PMB Advisors provides customized wealth management and financial planning services for individual investors, active retail traders, high-net-worth clients, trusts, estates, and corporate entities. The firm adheres to the fiduciary principle of independence, ensuring that every investment recommendation prioritizes the client’s best interests above all else. Unlike traditional large institutions, PMB Advisors operates under a boutique structure, focusing on delivering transparent, systematic, and actionable portfolio management solutions for retail and individual investors. Its mission is to help clients achieve long term, stable capital growth in the market rather than relying merely on product sales or commission-based revenues.