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| Pitcairn Wealth Advisors LLC
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|---|---|
| CRD # | 333260 |
| SEC # | 801-131329 |
| CIK # | 0002089089 |
| AUM | 5,871.3 M (2026-03-31) |
| Employees | 62 (60% Investors, 0% Brokers) |
| Phone | 215-881-6144 |
| Address | Eight Tower Bridge, 161 Washington Street Conshohocken, PA 19428 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| StepStone Group Inc | 259.3 | ||
| MERK Gold Trust | 55.5 | ||
| Procter & Gamble Co | 11.9 | ||
| SPDR Gold Trust | 10.0 | ||
| Apple Inc | 8.9 | ||
| Microsoft Corp | 8.8 | ||
| Nvidia Corp | 8.4 | ||
| World Currency Gold Trust | 7.3 | ||
| Alphabet Inc | 6.8 | ||
| Lowes Companies Inc | 6.7 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 330 | 5.8 |
| (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 | 2,133 | 5.9 |
| By Discretionary | ||
| Discretionary | 1,918 | 4.5 |
| Non-Discretionary | 215 | 1.3 |
| Total | 2,133 | 5.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 5.9 | |
| Total | 2,133 | 5.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002089089] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail, Research |
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