Stefan K. Astheimer

PMC WEALTH

CLARENCE, NY 14031

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CRD#: 6173843

Professional summary

Stefan Kip Astheimer, who also goes by Stef Astheimer, Stefan Astheimer, is a registered financial advisor currently at PMC WEALTH, LLC located in Clarence, New York.

Stefan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Stefan has worked at 5 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Stef Astheimer | Stefan Astheimer

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Kip Astheimer's CRS (Customer Relationship Summary).

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

December 15, 2025 - Present

PMC WEALTH, LLC

Office #1: 4624 Goodrich Road, Clarence, NY 14031

RIA

CRD#: 332215

CLARENCE, NY

Past

April 16, 2025 - May 14, 2025

COMMONWEALTH FINANCIAL NETWORK

RIA

CRD#: 8032

GLASTONBURY, CT

Past

September 1, 2023 - July 11, 2024

DESTINY WEALTH PARTNERS, LLC

RIA

CRD#: 171346

Winter Park, FL

Past

December 12, 2022 - February 28, 2023

ODINGARD CAPITAL MANAGEMENT

RIA

CRD#: 297861

TULSA, OK

Past

January 20, 2022 - May 11, 2022

PENSION CONSULTANTS INC

RIA

CRD#: 113914

SPRINGFIELD, MO

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

New York
(12/15/2025)

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: 1/20/2022

Uniform Investment Adviser Law Examination

Current Firm

PMC WEALTH, LLC

CRD#: 332215 / SEC#: 801-134265

RIA

Registered Investment Advisory firm - (9/2/2025 120-Day Approval)

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Contact information

Main Address

4624 Goodrich Road, Clarence, NY 14031

Mailing Address

Phone number

(716) 425-8800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PMC FORM ADV PART 2A DATED AUGUST 28, 2025 (8/28/2025)

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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Stefan K. Astheimer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stefan Kip Astheimer's CRS (Customer Relationship Summary).

Certified licenses

Experience

PMC WEALTH, LLC

COMMONWEALTH FINANCIAL NETWORK

DESTINY WEALTH PARTNERS, LLC

ODINGARD CAPITAL MANAGEMENT

PENSION CONSULTANTS INC

State Registrations and Notice Filings

Exams

Series 65

Date: 1/20/2022

Current Firm

PMC WEALTH, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Red Flags

Company Information

PMC WEALTH, LLC

TRUST BUT VERIFY

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