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| Keyboard |
| Pilotage Private Wealth AG
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|---|---|
| CRD # | 169908 |
| SEC # | 801-79148 |
| CIK # | 0001601071 |
| AUM | 227.6 M (2026-03-19) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 41435081717 |
| Address | Todistrasse 48 Zurich, Switzerland |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 48 | 58.4 |
| (b) Individuals (high net worth individuals) | 14 | 51.9 |
| (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 | 2 | 6.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 5.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 13 | 85.1 |
| (n) Other | 7 | 20.7 |
| Total | 113 | 227.6 |
| By Discretionary | ||
| Discretionary | 95 | 201.5 |
| Non-Discretionary | 18 | 26.1 |
| Total | 113 | 227.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 98.6 | |
| United States Persons | 129.0 | |
| Total | 113 | 227.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| LEI | 506700L65KYUG2IM1B22 |
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|---|---|---|
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Center for Wealth Management LLC
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227.8 M | |
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Sandro Wealth Management LLC
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Approach Retirement Advisors LLC
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AL | 227.5 M |
|
Jones & Associates Premier Financial Solutions LLC
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|
OR | 227.4 M |
|
Keynote Financial Services LLC
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|
CT | 227.4 M |
|
Echo45 Advisors LLC
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CA | 227.4 M |