Overview
Assets Under Management: $228 million
High-Net-Worth Clients: 14
Average Client Assets: $3.7 million
Frequently Asked Questions
PILOTAGE PRIVATE WEALTH AG 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 #169908), PILOTAGE PRIVATE WEALTH AG is subject to fiduciary duty under federal law.
PILOTAGE PRIVATE WEALTH AG serves 14 high-net-worth clients according to their SEC filing dated March 19, 2026. View client details ↓
According to their SEC Form ADV, PILOTAGE PRIVATE WEALTH AG offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
PILOTAGE PRIVATE WEALTH AG manages $228 million in client assets according to their SEC filing dated March 19, 2026.
According to their SEC Form ADV, PILOTAGE PRIVATE WEALTH AG serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 14
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 22.79%
Average Client Assets: $3.7 million
Total Client Accounts: 113
Discretionary Accounts: 95
Non-Discretionary Accounts: 18
Regulatory Filings
CRD Number: 169908
Filing ID: 2068942
Last Filing Date: 2026-03-19 10:31:02