Pilotage Private Wealth Ag is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated March 19, 2026, reports $228M in regulatory assets under management, 4 employees, and 113 accounts.
Top client segmentIndividuals represent 56.5% of total clients.
Top client categories% of clientsClients
1
Individuals
56.5%
48
2
HNWI
16.5%
14
3
Corporations
15.3%
13
4
Irrevocable Trusts/Estates
8.2%
7
5
Charitable
2.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Insurance companies<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of March 19, 2026
Discretionary88.5%
$202M
89% of total RAUM88.5%
Non-discretionary11.5%
$26M
11% of total RAUM11.5%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$228M
Total Accounts113
10Y AUM Change$-489M (-68.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee21:1
10Y Employee Change-2 (-33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.