RIA Intel›Advisers›Virginia›WANDA KILMAN PITTMAN

WANDA KILMAN PITTMAN

Advisory

ROANOKE, VA

Data as of Mar 30, 2026 · Source: SEC Form ADV

Average account

$244K

across 105 accounts

AUM per adviser

$26M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 30, 2026.

Total AUM

$26M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$26M

Discretionary AUM$26M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients105

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

Fiscal Year EndDecember

Operates InVA

Succession Risk

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

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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

105 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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INSIGHT FINANCIAL, INC.

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