RIA Intel›Advisers›California›PAMELA PLICK WEALTH MANAGEMENT LLC

PAMELA PLICK WEALTH MANAGEMENT LLC

Advisory

PALM DESERT, CA

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in CA

#5,415

of 5,480 advisers by AUM

Average account

$33K

across 4 accounts

AUM per adviser

$131K

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$131K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$131K

Discretionary AUM$0

Non-Discretionary AUM$131K

Discretionary %0%

Total Clients4

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

4 clients

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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PARTNERVEST ADVISORY SERVICES LLC

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