WANDA KILMAN PITTMAN

Overview

Wanda Kilman Pittman is a single-owner independent registered investment adviser operating as a sole proprietorship. The firm blends financial planning and discretionary portfolio management for individuals, families and small businesses, and also operates as an insurance broker. Its investment approach is equity‑centric: exchange‑traded equities are the dominant vehicle, used for core market exposure and implementation. Fee arrangements are flexible and include a percentage of AUM, hourly and fixed fees, and commissionable services, which supports a mix of fee-based and commissionable solutions depending on client needs. The firm does not identify as an ESG investor and is not set up as a multi-state or capital‑allocating adviser. Services are oriented toward individualized relationships rather than large institutional mandates: financial planning and ongoing portfolio management make up the advisory offering, with an emphasis on liquid public markets and insurance solutions where appropriate.

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Location & Offices