Stefan Kip Astheimer
Investment adviser representative at Pmc Wealth, LLC
14 yearsExperience
2 statesRegistered in
$280KFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
14 years in the industry.
- Pmc Wealth, LLCDec 2025 to now
- Self EmployedJun 2025 to Dec 2025
- Commonwealth Financial NetworkJan 2025 to May 2025
- Gottfried & Somberg Wealth ManagementJan 2025 to May 2025
- UnemployedJul 2024 to Jan 2025
- Destiny Wealth PartnersJul 2023 to Jul 2024
- UnemployedFeb 2023 to Jul 2023
- Odingard Capital ManagementSep 2022 to Feb 2023
- UnemployedMay 2022 to Sep 2022
- Pension Consultants, Inc.Mar 2021 to May 2022
- Howe & Rusling Inc.Dec 2012 to Mar 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 2 states (NY, TX).
Pmc Wealth, LLC
$280KAssets managed
0Clients
1Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6173843
- Firm CRD
- 332215