Pillar Wealth Management Company

Pillar Wealth Management Company (CRD# 118225) is a financial advisory firm headquartered in Madison, WI. They manage $71,362,157 in 375 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    71
    MILLION
  • Total Number of Accounts
    375
    ACCOUNTS
  • Average Account Value
    $190,299
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

WI

Financial Advisors at Pillar Wealth Management Company
Showing 1 - 5 of 5 top financial advisors.
1
Brian J. Cleven
CRD#: 4188820
7633 Ganser Way, Suite 210, Madison, WI 53719
93
Wealthminder
score

Brian Cleven (CRD# 4188820) is an Investment Advisor Representative working at Pillar Wealth Management Company in Madison, WI and has over 17 years of experience in the finance industry.

2
William J. Meland
CRD#: 1514185
7633 Ganser Way, Suite 210, Madison, WI 53719
93
Wealthminder
score

William Meland (CRD# 1514185) is an Investment Advisor Representative working at Pillar Wealth Management Company in Madison, WI and has over 24 years of experience in the finance industry.

3
Patrick R. Sturm
CRD#: 3072622
7633 Ganser Way, Suite 210, Madison, WI 53719
93
Wealthminder
score

Patrick Sturm (CRD# 3072622) is an Investment Advisor Representative working at Pillar Wealth Management Company in Madison, WI and has over 19 years of experience in the finance industry.

4
Cara R. Wolenec
CRD#: 6180692
7633 Ganser Way, Suite 210, Madison, WI 53719
90
Wealthminder
score

Cara Wolenec (CRD# 6180692) is an Investment Advisor Representative working at Pillar Wealth Management Company in Madison, WI and has over 4 years of experience in the finance industry.

5
Chester W. Lee
CRD#: 2836975
7633 Ganser Way, Suite 210, Madison, WI 53719
83
Wealthminder
score

Chester Lee (CRD# 2836975) is an Investment Advisor Representative working at Pillar Wealth Management Company in Madison, WI and has over 20 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.