Overview
Assets Under Management: $296 million
High-Net-Worth Clients: 122
Average Client Assets: $2.0 million
Frequently Asked Questions
PILLAR WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #159642), PILLAR WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
PILLAR WEALTH ADVISORS, LLC serves 122 high-net-worth clients according to their SEC filing dated March 28, 2024. View client details ↓
According to their SEC Form ADV, PILLAR WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, pension consulting services, and selection of other advisors. View all service details ↓
PILLAR WEALTH ADVISORS, LLC manages $296 million in client assets according to their SEC filing dated March 28, 2024.
According to their SEC Form ADV, PILLAR WEALTH ADVISORS, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 122
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.59%
Average Client Assets: $2.0 million
Total Client Accounts: 790
Discretionary Accounts: 773
Non-Discretionary Accounts: 17
Regulatory Filings
CRD Number: 159642
Filing ID: 1846536
Last Filing Date: 2024-03-28 09:01:00