Pamela Otten LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
27
7% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
27
Average account size
$0
About
Pamela Otten LLC serves individual investors, couples, business owners and retirement and trust accounts who seek long‑term, stewardship‑oriented financial planning; the firm manages a small client base (27 clients, about $4.65 million in AUM) and generally requires a minimum account size. It offers financial planning, investment advice, and access to investment management services, and provides a complimentary initial Wealth Coaching meeting to review a client’s investments and goals.
The firm emphasizes investor education through client meetings, occasional classes, website articles and a periodic newsletter, and bases its investment approach on Modern Portfolio Theory and passive, low‑cost, buy‑and‑hold strategies. Rather than accepting discretionary trading authority or direct custody, the firm arranges portfolio management through third‑party money managers (for example, Symmetry Partners and other solicited managers) and clients receive reporting from those managers and custodians.
Noteworthy features relative to peers include an explicit focus on biblical stewardship — the firm lists a Certified Kingdom Advisor (CKA) qualification among its personnel credentials — and an uncommon combination of educational offerings (seminars/classes and a newsletter) for a solo independent RIA. The firm operates as a solicitor for institutional money managers and relies on those external managers to implement its passive, academically grounded asset allocation recommendations rather than managing individual portfolios in‑house.
Client services
Financial planning
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Charitable giving & philanthropy
General retirement planning
Wealth management
Passive / index investing
Occupation focus
Founder/Business Owner
Demographic focus
Religious/faith focused
Fee options
$0 - $500,000: 1.0% $500,000 - $1,000,000: 0.75% $1,000,000 - $2,000,000: 0.50% $2,000,000 - $3,000,000: 0.30% $3,000,000+: 0.25%
Account minimum: $10,000.00 Minimum fee: Custodian minimum fee of $5/month Fee-only: Investment advisory fees as tiered percentages of assets under management; fees may be negotiable
Main office location
Pamela Otten LLC
Sheboygan WI, United States
Number of offices
1
Most active in
Pamela Otten LLC has reported serving >5 clients in these states in the last 12 months.
Wisconsin
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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