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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

PWMCO, LLC

CRD 8485

LOMBARD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99a41b2e-72c5-2c2f-a01e-304f25d2add4

Data as of Mar 6, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2012 to Mar 6, 2020
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $794MItem 5.F on the latest filing (2020-03-06); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $581M
Private client RAUM: $624MderivedItem 5.D individuals plus high net worth individuals
Private client share: 79%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 3
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 423
High net worth clients: 407
SEC number: 801-62143
CRD: 8485
Filings on the tape: 14
First filed: Feb 23, 2012
Latest filed: Mar 6, 2020
Organised: Limited Liability Company, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MAC-PER-WOLF COMPANY	SOLE MEMBER	E	yes	01/2003	Feb 23, 2012	Mar 6, 2020
PERKINS, ROBERT HUNTER	Stockholder	D	yes	09/1980	Feb 23, 2012	Mar 6, 2020
PERKINS, ROBERT HUNTER	CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER	Na	yes	03/2018	Feb 23, 2012	Mar 6, 2020
WOLF, GREGORY ERHARD	Manager	Na	yes	04/2010	Feb 23, 2012	Mar 6, 2020
ROVETTO, RICHARD PHILLIP	CHIEF COMPLIANCE OFFICER & SECRETARY	Na	no	04/2010	Feb 23, 2012	Mar 6, 2020
WILSON, BENJAMIN LEE	PRESIDENT & TREASURER	Na	no	12/2008	Feb 23, 2012	Mar 6, 2020

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 6, 2020	$794M	$581M	3	3	0	n/a	n/a
2018	Mar 29, 2019	$666M	$478M	4	3	1	n/a	n/a
2017	Mar 30, 2018	$727M	$348M	4	3	1	n/a	n/a
2016	Mar 29, 2017	$606M	$307M	3	3	n/a	n/a	n/a
2015	Mar 29, 2016	$586M	$300M	3	3	n/a	n/a	n/a
2014	Mar 26, 2015	$703M	$374M	5	5	n/a	n/a	n/a
2013	Mar 7, 2014	$353M	$353M	5	5	n/a	n/a	n/a
2012	Jan 30, 2013	$300M	$300M	5	5	n/a	n/a	n/a
2011	Feb 23, 2012	$277M	$277M	n/a	n/a	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$794M	$666M	19.1%	$606M	9.4%	3	4	0	1

Relationships

Owns (2)

← ROVETTO, RICHARD PHILLIPOwnerCHIEF COMPLIANCE OFFICER & SECRETARY, ownership code NA, individual
Feb 23, 2012 to presentfactForm ADV
← WILSON, BENJAMIN LEEOwnerPRESIDENT & TREASURER, ownership code NA, individual
Feb 23, 2012 to presentfactForm ADV

Controls (3)

← WOLF, GREGORY ERHARDOwnerMANAGER, ownership code NA, individual
Feb 23, 2012 to presentfactForm ADV
← PERKINS, ROBERT HUNTEROwnerSTOCKHOLDER, ownership code D, individual
Feb 23, 2012 to presentfactForm ADV
← MAC-PER-WOLF COMPANYOwnerSOLE MEMBER, ownership code E, domestic entity
Feb 23, 2012 to presentfactForm ADV

Registered with (3)

← BENJAMIN LEE WILSONAdvisorregistration: previous registration
Jun 23, 2014 to Jun 25, 2020factForm ADV
← GREGORY ERHARD WOLFAdvisorregistration: previous registration
May 1, 2003 to Jun 25, 2020factForm ADV
← ROBERT HUNTER PERKINSAdvisorregistration: previous registration
Apr 10, 2018 to Jun 2, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99a41b2e-72c5-2c2f-a01e-304f25d2add4
First observed: Feb 23, 2012
Last observed: Mar 6, 2020 79 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PWMCO, LLC

CRD 8485

LOMBARD, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:99a41b2e-72c5-2c2f-a01e-304f25d2add4

Data as of Mar 6, 2020 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 1:23 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MAC-PER-WOLF COMPANY

SOLE MEMBER

yes

01/2003

Feb 23, 2012

Mar 6, 2020

PERKINS, ROBERT HUNTER

Stockholder

yes

09/1980

Feb 23, 2012

Mar 6, 2020

PERKINS, ROBERT HUNTER

CHIEF INVESTMENT OFFICER & PORTFOLIO MANAGER

yes

03/2018

Feb 23, 2012

Mar 6, 2020

WOLF, GREGORY ERHARD

Manager

yes

04/2010

Feb 23, 2012

Mar 6, 2020

ROVETTO, RICHARD PHILLIP

CHIEF COMPLIANCE OFFICER & SECRETARY

04/2010

Feb 23, 2012

Mar 6, 2020

WILSON, BENJAMIN LEE

PRESIDENT & TREASURER

12/2008

Feb 23, 2012

Mar 6, 2020

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 6, 2020

$794M

$581M

n/a

2018

Mar 29, 2019

$666M

$478M

n/a

2017

Mar 30, 2018

$727M

$348M

n/a

2016

Mar 29, 2017

$606M

$307M

n/a

2015

Mar 29, 2016

$586M

$300M

n/a

2014

Mar 26, 2015

$703M

$374M

n/a

2013

Mar 7, 2014

$353M

n/a

2012

Jan 30, 2013

$300M

n/a

2011

Feb 23, 2012

$277M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$794M

$666M

19.1%

$606M

9.4%