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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Pitcairn Wealth Advisors LLC
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|---|---|
| CRD # | 333260 |
| SEC # | 801-131329 |
| CIK # | |
| AUM | $775.8 M (2025-07-21) |
| Employees | 5 (40% Investors, 0% Brokers) |
| Phone | 215-881-6144 |
| Address | Eight Tower Bridge, 161 Washington Street Conshohocken, PA 19428 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 71 | 775.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 148 | 775.8 |
| By Discretionary | ||
| Discretionary | 148 | 775.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 148 | 775.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 775.8 | |
| Total | 148 | 775.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
McMillan Office Inc
✚
|
MI | 0.8 |
|
North Point Portfolio Managers Corporation
✚
|
OH | 0.8 |
|
93 Financial Group LLC
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MA | 0.8 |
|
Partners in Financial Planning LLC
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VA | 0.8 |
|
Clark Asset Management LLC
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|
0.8 | |
|
CMH Wealth Management LLC
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|
NH | 0.8 |
|
Franklin Parlapiano Turner & Welch LLC
✚
|
TX | 0.8 |
|
Delta Investment Management LLC
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|
CA | 0.8 |
|
Palo Alto Wealth Advisors LLC
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|
CA | 0.8 |
|
Unique Wealth LLC
✚
|
FL | 0.8 |