Robert M. Pick

RIGHTWISE WEALTH

Elmhurst, IL

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CRD#: 5360457

Professional summary

Robert Michael Pick, who also goes by Rob Michael Pick, Robert M Pick, is a registered financial advisor currently at RIGHTWISE WEALTH located in Elmhurst, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Robert has worked at 2 firms and has passed the Series 65 and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Rob Michael Pick | Robert M Pick

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Constare Wealth LLC; Is investment-related; 440 S Parkside Ave Elmhurst IL 60126; LLC for an incubating wealth advisory business - will perform all roles with RightWise Wealth Inc. and won't be using the LLC name on its own; Founder; Founder; July 1, 2026; 160 hours/month; 130 hours/month during securities trading hours; as a contracted Financial Advisor for RightWise Wealth, Rob is the sole founder and employee of Constare Wealth and will incubate this business within the compliance and operational structure of RightWise Wealth Inc.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Pick's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

July 14, 2026 - Present

RIGHTWISE WEALTH

RIA

CRD#: 324252

Elmhurst, IL

Past

July 18, 2007 - August 20, 2007

PRINCIPAL SECURITIES, INC.

CRD#: 1137

DES MOINES, IA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Illinois
(7/14/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/12/2026

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7

Date: 7/16/2007

General Securities Representative Examination

Current Firm

RIGHTWISE WEALTH

RIGHTWISE WEALTH | RIGHTWISE WEALTH, INC.

CRD#: 324252 / SEC#:

California

Registered Investment Advisory firm - (9/20/2024 Approved)

District of Columbia

Registered Investment Advisory firm - (12/1/2025 Terminated)

Illinois

Registered Investment Advisory firm - (10/8/2024 Approved)

Nevada

Registered Investment Advisory firm - (3/9/2023 Approved)

Texas

Registered Investment Advisory firm - (11/7/2023 Conditional Restricted)

Utah

Registered Investment Advisory firm - (12/3/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

10845 Griffith Peak Dr, Las Vegas, NV 89135

Mailing Address

Phone number

(702) 986-0868

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	18
AUM (Assets Under Management)	$ 2,505,749

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Robert M. Pick

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Michael Pick's CRS (Customer Relationship Summary).

Certified licenses

Experience

RIGHTWISE WEALTH

PRINCIPAL SECURITIES, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 6/12/2026

Series 7

Date: 7/16/2007

Current Firm

RIGHTWISE WEALTH

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

RIGHTWISE WEALTH

TRUST BUT VERIFY

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