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Pamela Plick Wealth Management
PAMELA PLICK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in PALM DESERT, CA. The firm manages $131,428 in assets. It has 1 employee and 1...
Pamela Plick Wealth Management
PAMELA PLICK WEALTH MANAGEMENT LLC is an SEC-registered investment adviser in PALM DESERT, CA. The firm manages $131,428 in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
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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