DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

Registered advisor

Stefan Kip Astheimer

Pmc Wealth, LLCindependent RIAClarence, NyIA-onlyIAPD 6173843

Feed of 09/14/2026

Also filed as Stef Astheimer

At current firm

0 y

since Dec 15, 2025

In the industry

13 y

since Dec 1, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Pmc Wealth, LLC independent RIA current
since Dec 15, 2025 · Clarence, Ny
Commonwealth Financial Network national BD
Apr 16, 2025 to May 14, 2025 · Glastonbury, Ct
Destiny Wealth Partners, LLC independent RIA
Sep 1, 2023 to Jul 11, 2024 · Winter Park, Fl
Odingard Capital Management state registered
Dec 12, 2022 to Feb 28, 2023 · Tulsa, Ok
Pension Consultants Inc institutional
Jan 20, 2022 to May 11, 2022 · Springfield, Mo

Moves

a registration end followed by a registration begin elsewhere

Commonwealth Financial Network to Pmc Wealth, LLC
left May 14, 2025, registered Dec 15, 2025 (215 days) · Affiliated broker-dealer or bank to a newly registered adviser
Destiny Wealth Partners, LLC to Commonwealth Financial Network
left Jul 11, 2024, registered Apr 16, 2025 (279 days) · RIA to affiliated broker-dealer or bank
Odingard Capital Management to Destiny Wealth Partners, LLC
left Feb 28, 2023, registered Sep 1, 2023 (185 days) · Other
Pension Consultants Inc to Odingard Capital Management
left May 11, 2022, registered Dec 12, 2022 (215 days) · Other

Signals

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

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address