RIA Intel›Advisers›Oregon›PILOT WEALTH MANAGEMENT, INC.

PILOT WEALTH MANAGEMENT, INC.

Advisory

OR

Data as of Jan 27, 2026 · Source: SEC Form ADV

Rank in OR

#263

of 305 advisers by AUM

Average account

$248K

across 287 accounts

AUM per adviser

$36M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 27, 2026.

Total AUM

$71M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$71M

Discretionary AUM$71M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients73

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InOR

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

73 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in OR

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

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$70M

HANDY & COMPANY FINANCIAL ADVISORS, INC.

LAKE OSWEGO, OR

$69M

KETURI INVESTMENT MANAGEMENT, LLC

LAKE OSWEGO, OR

$69M

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