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PILOTAGE WEALTH MANAGEMENT AG

Advisory

N·PFAFFIKON SCHWYZ

Data as of Nov 9, 2016 · Source: SEC Form ADV

Total AUM

$261M

1-Year AUM Growth

0.0%

3-Year CAGR

-7.1%

Employees

2

Assets Under Management

Total AUM$261M

Discretionary AUM$205M

Non-Discretionary AUM$57M

Discretionary %78.4%

Total Clients—

Team

Total Employees2

Investment Advisers5

Employee Growth (1Y)—

Filing History

Total Filings on Record12

First FilingApr 13, 2010

Latest FilingNov 9, 2016

🔒 Full AUM trend chart and 12 historical filings spanning 6+ 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 WEALTH MANAGEMENT AG

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