← Back to searchVisit website
PILOTAGE PRIVATE WEALTH AG
CRD 169908 · SEC 801-79148
TÖDISTRASSE 48, ZURICH, CA, 8002, Switzerland
Phone
41-43-5081717
Fax
41-43-5081718
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$227.6M
Discretionary AUM
$201.5M
Team
4 total employees; 3 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 48 | $58.4M |
| High net worth individuals | 14 | $51.9M |
| Charitable organizations | 2 | $6.4M |
| Insurance companies | 1 | $5.1M |
| Corporations/business entities | 13 | $85.1M |
States served
CA, NY, TX, FL
All web addresses on file
Official SEC filing: View on IAPD