PILOT WEALTH MANAGEMENT

PILOT WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 154381). Regulatory assets under management: $71.3M.

Registration

• CRD: 154381
• Type: Registered investment adviser
• Phone: 503-847-9723
• Latest filing: 2026-01-27
• Regulatory AUM: $71.3M
• Discretionary AUM: $71.3M
• Clients: 2
• Accounts: 287

Business model

Compensation: % of AUM.

Clients served: High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 154381 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search