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- Custodian
- Interactive Brokers ยท LPL Financial
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 12-26-2017
- Office Locations
- 1
Office Locations
About SIX Sigma Wealth Advisors, LLC
SIX Sigma Wealth Advisors, LLC is a Scottsdale-based RIA. The firm has been operating for 8 years. Managing $5.8M in total assets under management, They custody assets with Interactive Brokers and LPL Financial.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 8 years in operation. The source data was last updated on March 27, 2019. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
PAMELA DIANE MORE
MANAGING DIRECTOR
- CRD
- #1331617
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,800,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,800,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
SIX Sigma Wealth Advisors, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.