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| Happy Holidays!! thanks for using AUM13F!! |
| Pillar Wealth Management LLC
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| CRD # | 147837 |
| SEC # | 801-69558 |
| CIK # | |
| AUM | $221.1 M (2025-03-12) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 925-407-0320 |
| Address | |
| Source | [IAPD] [Website] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 63 | 187.9 |
| (b) Individuals (high net worth individuals) | 70 | 33.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 367 | 221.1 |
| By Discretionary | ||
| Discretionary | 367 | 221.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 367 | 221.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 221.0 | |
| Total | 367 | 221.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Legend Capital Advisors LLC
✚
|
NY | 0.2 |
|
Loudon Investment Management LLC
✚
|
NH | 0.2 |
|
Aqua Advisors LLC
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|
0.2 | |
|
Birch Financial Group LLC
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|
NH | 0.2 |
|
Rightwealth Advisors LLC
✚
|
OH | 0.2 |
|
Robbins Financial Advisory Service Inc
✚
|
PA | 0.2 |
|
Ouellette Wealth Advisory LLC
✚
|
MA | 0.2 |
|
Kane Investment Management Inc
✚
|
CA | 0.2 |
|
Blue Spark Capital Advisors LLC
✚
|
NY | 0.2 |
|
Alcosta Capital Management Inc
✚
|
CA | 0.2 |