Falists
← Back to search

PITCAIRN

PITCAIRN WEALTH ADVISORS LLC

CRD 333260 · SEC 801-131329

Visit website

EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, SUITE 801, CONSHOHOCKEN, PA, 19428, United States

Phone

215-881-6144

Fax

—

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$5.87B

Discretionary AUM

$4.55B

Team

62 total employees; 37 advisory reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingEducational seminars

Client types

TypeClientsAUM
High net worth individuals330$5.78B

States served

VT, AZ, CA, CO, DC, IL, MD, MA, MN, MT, NE, NJ, NM, NY, NC, OH, PA, TN, VA, WA, TX, NH, CT, FL

All web addresses on file

Official SEC filing: View on IAPD