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RIA / WealthAdvisor13 years in industry

STEFAN KIP ASTHEIMER

Advisor at PMC WEALTH, LLC

CLARENCE, NY

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Search this name across graphsid dfx:ria:a682f41e-2a97-3510-e12a-6a7411519641

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Jan 20, 2022 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: PMC WEALTH, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S65
First exam: Jan 20, 2022
First registration: Jan 20, 2022
Dual registered: no
Other names: Stef Astheimer|STEFAN KIP ASTHEIMER|Stefan Astheimer
IAPD individual key: 6173843

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PMC WEALTH, LLC	Independent wealth	Dec 15, 2025	n/a	yes	CLARENCE, NY	Current employment
COMMONWEALTH FINANCIAL NETWORK	National bd RIA	Apr 16, 2025	May 14, 2025	no	GLASTONBURY, CT	Previous registration
DESTINY WEALTH PARTNERS, LLC	Independent wealth	Sep 1, 2023	Jul 11, 2024	no	Winter Park, FL\|TAVARES, FL	Previous registration
ODINGARD CAPITAL MANAGEMENT	State registered	Dec 12, 2022	Feb 28, 2023	no	TULSA, OK	Previous registration
PENSION CONSULTANTS INC	Institutional manager	Jan 20, 2022	May 11, 2022	no	SPRINGFIELD, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COMMONWEALTH FINANCIAL NETWORK	PMC WEALTH, LLC	May 14, 2025	Dec 15, 2025	215	Firm change	Ibd to new firm
DESTINY WEALTH PARTNERS, LLC	COMMONWEALTH FINANCIAL NETWORK	Jul 11, 2024	Apr 16, 2025	279	Firm change	RIA to ibd
ODINGARD CAPITAL MANAGEMENT	DESTINY WEALTH PARTNERS, LLC	Feb 28, 2023	Sep 1, 2023	185	Firm change	Other
PENSION CONSULTANTS INC	ODINGARD CAPITAL MANAGEMENT	May 11, 2022	Dec 12, 2022	215	Firm change	Other

Relationships

Registered with (5)

→ PMC WEALTH, LLCRegistered adviserregistration: current employment
Dec 15, 2025 to presentfactForm ADV
→ COMMONWEALTH FINANCIAL NETWORKRegistered adviserregistration: previous registration
Apr 16, 2025 to May 14, 2025factForm ADV
→ DESTINY WEALTH PARTNERS, LLCRegistered adviserregistration: previous registration
Sep 1, 2023 to Jul 11, 2024factForm ADV
→ ODINGARD CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Dec 12, 2022 to Feb 28, 2023factForm ADV
→ PENSION CONSULTANTS INCRegistered adviserregistration: previous registration
Jan 20, 2022 to May 11, 2022factForm ADV

Dated events

Occurred
May 14, 2025
Advisor changed firm
Stefan Kip Astheimer left Commonwealth Financial Network for Pmc Wealth, Llc (registered 2025-12-15)
Form ADVobserved 4 days ago
Occurred
Jul 11, 2024
Advisor changed firm
Stefan Kip Astheimer left Destiny Wealth Partners, Llc for Commonwealth Financial Network (registered 2025-04-16)
Form ADVobserved 4 days ago
Occurred
Feb 28, 2023
Advisor changed firm
Stefan Kip Astheimer left Odingard Capital Management for Destiny Wealth Partners, Llc (registered 2023-09-01)
Form ADVobserved 4 days ago
Occurred
May 11, 2022
Advisor changed firm
Stefan Kip Astheimer left Pension Consultants Inc for Odingard Capital Management (registered 2022-12-12)
Form ADVobserved 4 days ago