PWM Capital is an independent wealth management firm engaged in private client wealth management and institutional order execution.

We utilize the world-wide clearing facilities of Penson Financial, a global brokerage support and clearing firm noted for the most advanced technological support in the industry.

Our goal is a comprehensive wealth management platform for advisors, who value the benefit of independent access to a full range of investment products.

PWM Capital is a member of IIROC, and CIPF. Client assets enjoy additional supplementary insurance to a $10 million level through our relationship with Penson Financial.

We offer independence, superior payouts, and clearly recognized advisor book ownership.

To learn more, please contact:

Mr. Owen Menzel, CEO
T (416) 646–7606
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