CRD: 159126
Pamela Plick Wealth Management LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Bank OF America · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 11-14-2011
- Office Locations
- 1
Office Locations
About Pamela Plick Wealth Management LLC
Pamela Plick Wealth Management is a California RIA focused on purpose-driven women, pairing behavioral money coaching with practical financial planning and proactive wealth management to build, manage, and preserve wealth. Portfolios emphasize active asset allocation and risk management, primarily using mutual funds/public funds. The firm is frequently featured in outlets like USA Today and NerdWallet and hosts a weekly live Q&A show (“Rise to Your Money Power”).
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PAMELA DENISE PLICK
Certified Financial Planner, Chief Compliance Officer, Managing Member
- CRD
- #2831150
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $131,428 | -- |
| Total | $131,428 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing