PILLAR WEALTH LLC

CRD 323139

Visit website

197 E. JEFFERSON ST., SUITE 2, FRANKLIN, IN, 46131, United States

Phone

317-998-3264

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$8.2M

Discretionary AUM

$8.2M

Team

3 total employees; 3 advisory reps; 1 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-19

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars

Client types

Type	Clients	AUM
Individuals	17	$86K
High net worth individuals	18	$8.1M

All web addresses on file

https://www.linkedin.com/in/wyatt-mccullough/
https://www.linkedin.com/in/seth-shepherd-cfp%C2%AE-710569141/
https://www.pillarw.com
https://www.linkedin.com/in/kevin-good-b9a2912b8/
https://www.linkedin.com/company/pillarwealth/

Official SEC filing: View on IAPD