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Pamela Plick Wealth Management
Pamela Plick Wealth Management is a registered investment adviser led by Pamela Plick. The firm provides wealth management services to clients.
Pamela Plick Wealth Management
Pamela Plick Wealth Management LLC is a registered investment adviser founded in an undisclosed year. The firm is led by Pamela Plick, who serves as its principal. Public records indicate the firm is structured as a limited liability company and registered with the SEC. The firm's investment strategy focuses on wealth management, likely including asset allocation and portfolio construction. As an RIA, the firm manages client assets across a range of asset classes, though specific allocations or sector tilts are not public. The firm may invest in equities, fixed income, and alternative investments, but no specific holdings or deal activity is confirmed. The firm operates with an undisclosed number of professionals and no publicly available AUM. No additional offices or affiliated philanthropic structures have been identified. Recent activity is not available. The key structural differentiator is that the firm is a small RIA likely relying on a boutique service model, with limited public disclosure compared to larger multi-family offices. Its governance and succession structure remain opaque.
General information
Firm type
RIA
Year founded
—
AUM
Undisclosed
Location
Region
North America
Country
—
City
—
Corporate office
—
Principals
Pamela Plick
Principal
Frequently asked questions
Who is the principal of Pamela Plick Wealth Management?
The firm's principal is Pamela Plick, per SEC disclosure. No other named executives are publicly available.
Is the firm registered with the SEC?
Yes, Pamela Plick Wealth Management LLC is registered as an investment adviser with the SEC (per SEC IARD filing).
What type of investment management does the firm provide?
As an RIA, the firm provides wealth management services, likely encompassing client portfolio management and financial planning. Specific strategies are not disclosed.
Does the firm manage a single family office or multi-family office structure?
The firm is registered as a limited liability company and an RIA, with no public indication of whether it functions as a family office. It appears to serve multiple clients as a wealth management firm.
What geographic region does the firm operate in?
The firm is based in the United States (North America). No specific city or state is publicly confirmed.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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