private mortgage advisors

What private mortgage advisors does

Private Mortgage Advisors is a privately held, for-profit mortgage brokerage firm headquartered in Hattiesburg, Mississippi, founded in 2022. The company provides mortgage brokerage services, residential mortgage refinancing, and home loan origination, serving clients in the Mississippi market. Its public positioning emphasizes being a "premiere Mississippi-based mortgage advisor," indicating a local, relationship-oriented go-to-market rather than a national or digital-first strategy.

The firm operates with 1-10 employees and does not publicly disclose pricing models, revenue mechanics, technology platforms, or proprietary tooling. No information on lender partnerships, loan product mix, or commission structure is available in the source materials, though the firm's brokerage function implies revenue derived from lender-paid or borrower-paid origination fees on closed loans. No app, API, integrations, or AI/ML capabilities are disclosed.

No funding history, ownership structure, management team roster, regulatory actions, or M&A activity is publicly documented. The company appears to be actively operating based on its live web presence, but its overall public footprint is minimal, limiting deeper analytical visibility into financial performance, customer composition, or growth dynamics.

Name

private mortgage advisors

Website

https://pmams.com

Company type

Private

Founded year

2022

Operating status

Operating

Headcount range

1–10 employees

Short description

Private Mortgage Advisors is a Hattiesburg, Mississippi-based mortgage brokerage founded in 2022 that offers mortgage brokerage, refinancing, and home loan services. Operating with 1-10 employees, the firm primarily serves individual and business clients seeking residential mortgage financing in the Mississippi market.

Ownership category

akta.pro rank

Product category

Mortgage Brokerage

NAICS

Mortgage and Nonmortgage Loan Brokers (522310)

SIC

Loan Brokers (6163)

akta.pro primary industry

Residential Mortgage Brokerage (Purchase & Refinance) (FSAEAEAA)

akta.pro secondary industry

Commercial Mortgage Brokerage (FSAEAEAB)

Keywords

• Mortgage brokerage
• Home loans
• Mortgage refinancing
• Residential lending
• Mortgage advisory

Headquarters

HQ city

Hattiesburg

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Marketing or Sales, Operations

Core offering

Private Mortgage Advisors is a Mississippi-based mortgage brokerage firm that provides mortgage brokerage services, refinancing, and home loans to clients. The company serves as an advisor connecting borrowers with mortgage products suited to their home financing needs.

Differentiator

Problem solved

Functional benefit

Products and services

• Mortgage Brokerage Services
• Home Loans
• Mortgage Refinancing

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights3 records

Broad incumbents

• Rocket Mortgage: Largest U.S. mortgage originator with a heavy direct-to-consumer digital platform. Competes for the same purchase and refinance borrowers as Private Mortgage Advisors but at vastly greater scale and with proprietary technology.
• United Wholesale Mortgage (UWM): Largest U.S. wholesale mortgage lender, selling exclusively through mortgage brokers like Private Mortgage Advisors. It is both a partner (provides loan products) and a competitive force that sets the wholesale technology standard.
• loanDepot: National retail and wholesale mortgage originator with a sizeable broker channel (LDWholesale). Competes directly for purchase and refinance borrowers in Mississippi and across the country.
• NewRez (formerly New Penn Financial): Top-15 U.S. mortgage originator with retail, wholesale (Shellpoint), and servicing channels. Competes with Private Mortgage Advisors on both retail borrower experience and wholesale broker partnerships.
• Wells Fargo Home Mortgage: Major bank-owned retail mortgage originator with nationwide branch presence. Competes for the same Mississippi borrowers and represents the retail-balance-sheet alternative to a brokerage channel.

Direct peers

• Fairway Independent Mortgage Corporation: National retail mortgage lender with a heavy branch-network model serving smaller and mid-sized markets — the closest analog to a multi-office retail mortgage brokerage like Private Mortgage Advisors aspires to become.
• Guild Mortgage: Retail-focused mortgage lender with strong presence in mid-sized and southern U.S. markets. Comparable to Private Mortgage Advisors in product mix (purchase, refinance, government) and target customer profile.
• Caliber Home Loans: National retail and wholesale mortgage lender with multi-channel origination. Comparable to Private Mortgage Advisors in offering purchase, refinance, and government loans through a retail-branch model.
• Homebridge Financial Services: Privately held, large retail and wholesale mortgage lender. Directly comparable to Private Mortgage Advisors as a privately owned originator pursuing similar residential mortgage products.
• Movement Mortgage: Top-10 U.S. retail mortgage lender with a branch-based model and strong southern U.S. presence (founded in South Carolina). Directly comparable geographic and channel overlap with a Mississippi-based brokerage.

Market position

Strengths3 records

Weaknesses4 records

Competitive moat2 records

Key risks5 records

Key highlights3 records

Customer concentration

• LinkedInlinkedin.com/company/private-mortgage-advisors-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about private mortgage advisors