PAMELA PLICK WEALTH MANAGEMENT LLC

PAMELA PLICK WEALTH MANAGEMENT LLC of PALM DESERT, CA is an SEC-registered investment adviser (CRD 159126). Regulatory assets under management: $131K.

Registration

• CRD: 159126
• Type: Registered investment adviser
• Location: 44489 TOWN CENTER WAY, PALM DESERT, CA, 92260
• Phone: 760-200-8611
• Latest filing: 2026-03-27
• Regulatory AUM: $131K
• Non-discretionary AUM: $131K
• Clients: 1
• Accounts: 4

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 159126 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search