Pamela Plick Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm works with individual clients, offering fee-only portfolio management and comprehensive financial planning. Financial planning is billed hourly (the brochure cites an hourly range of $175–$300) while portfolio management fees are charged as a percentage or fixed minimum, and the firm reports a very small client base and assets under management.
Investment advice is provided on a non-discretionary basis and is tailored to each client through meetings to assess objectives, risk tolerance, and suitability, with portfolios constructed using asset allocation and fundamental analysis and monitored for rebalancing. The brochure notes $131,428 in non-discretionary assets under management and describes the use of customized or model portfolios and ongoing performance monitoring.
Compared with many independent advisers, the firm’s operations are notable for its small scale (solo practitioner with a handful of clients and modest AUM) and for managing client accounts primarily on a non-discretionary basis. The brochure also indicates the adviser augments one‑on‑one planning with client education — consultations and written plans and occasional seminars or workshops — and uses a third‑party custodian for trade execution and custody.
Client services
Expertise
Fee options
$175 to $300 per hour for financial planning services
Minimum fee: $1,000 minimum fee for portfolio management, ensuring it does not exceed 3% of account value Fee-only: Financial planning charged hourly at $175 to $300 per hour
Main office
44489 Town Center Way, Suite D #472
Palm Desert CA 92260
Advisors at this office
1
Most active in
California
Also doing business as
Pamela Plick Wealth Management LLC · Plick, Pamela D. · Plick, Pamela Denise
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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