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 16 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 23 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 18 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 3 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 19 years of experience in the finance industry.

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