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PILOT WEALTH MANAGEMENT

PILOT WEALTH MANAGEMENT, INC.

CRD 154381

Corporate platformCorporation

Large incorporated asset manager or corporate group — typically not a local adviser team.

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United States

Registration

— (—)

Source

State registered

Total AUM

$71.3M

Discretionary AUM

$71.3M

Team

2 total employees; 2 advisory reps; 73 broker-dealer reps

Clients

—

Fees

Percentage of AUM

Org form

Corporation

Filing date

2026-01-27

Disciplinary history

No

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  • SEC IAPD →

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Services

Portfolio management (individuals)Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Individuals43$16.7M
High net worth individuals28$52.9M
Pooled investment vehicles2$1.7M

All web addresses on file

Official SEC filing: View on IAPD