RIA Intel›Advisers›Indiana›PILLAR WEALTH LLC

PILLAR WEALTH LLC

Advisory

FRANKLIN, IN

Data as of May 19, 2026 · Source: SEC Form ADV

Average account
$102K
across 81 accounts
AUM per adviser
$3M
3 advisers

Source: SEC Form ADV. Figures as filed May 19, 2026.

Total AUM
$8M
Discretionary %
100%
Clients
35
Employees
3

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$8M
Discretionary AUM$8M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients35
Team
Total Employees3
Investment Advisers3
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in IN

Closest by assets under management. All figures from Form ADV.

PLAN WISE WEALTH GROUP, LLC
INDIANAPOLIS, IN
$8M
RCS FINANCIAL ADVISORS, LTD
$8M
THE FINANCIAL ADVOCATE CORPORATION
INDIANAPOLIS, IN
$8M
WRIGHT PLANNING, LLC
FISHERS, IN
$8M
WAGNER WEALTH MANAGEMENT LLC
$8M
LORENZ FINANCIAL SERVICES, LLC
$9M

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