S
$5.8M Total AUM
$5.8M Disc. AUM
-- 3Y CAGR
0 Employees
9 ADV. Clients
8 yrs Firm Age
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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
9375 East Shea Blvd. Suite 100 Scottsdale AZ
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.
Team overview
-- AVG AGE
-- AVG AUM / ADVISOR
$644.4K AVG AUM / CLIENT
8.6 yrs AVG TENURE
0 Employees
0 Advisory Reps
0 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
PAMELA DIANE MORE
MANAGING DIRECTOR
- CRD
- #1331617
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Other:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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