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PILOTAGE PRIVATE WEALTH AG

Advisory

N·ZURICH

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

Total AUM

$228M

1-Year AUM Growth

+6.6%

3-Year CAGR

-16.1%

Employees

3

Assets Under Management

Total AUM$228M

Discretionary AUM$202M

Non-Discretionary AUM$26M

Discretionary %88.5%

Total Clients78

Team

Total Employees3

Investment Advisers4

Employee Growth (1Y)-33.3%

Filing History

Total Filings on Record27

First FilingJan 27, 2014

Latest FilingMar 19, 2026

🔒 Full AUM trend chart and 27 historical filings spanning 12+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PILOTAGE PRIVATE WEALTH AG

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.