Pamela Plick Wealth Management LLC

Overview

Pamela Plick Wealth Management LLC is a small, independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals and small businesses. The firm offers fee arrangements that combine a percentage-of-assets-under-management and hourly billing, and it supplements advisory work with educational seminars and workshops. Investment activity is concentrated in public pooled vehicles—primarily mutual funds—rather than large direct-stock strategies or broad ETF sleeves, and the firm reports no active ESG investing program. The adviser is owned and operated at the individual level and positions itself as a hands-on, client-focused practice rather than a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices