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WANDA KILMAN PITTMAN
CRD 147698
3536 BRAMBLETON AVE, SUITE 1B, ROANOKE, VA, 24018, United States
Phone
540-767-9050
Fax
540-767-9053
Registration
— (—)
Source
State registered
Total AUM
$25.6M
Discretionary AUM
$25.6M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Sole Proprietorship
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 104 | $24.5M |
| Charitable organizations | 1 | $1.2M |
Official SEC filing: View on IAPD