Pillar Wealth Management, LLC

Pillar Wealth Management, LLC (CRD# 147837) is a financial advisory firm headquartered in Walnut Creek, CA. They manage $133,485,000 in 409 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    133
    MILLION
  • Total Number of Accounts
    409
    ACCOUNTS
  • Average Account Value
    $326,369
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA

Financial Advisors at Pillar Wealth Management, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Haitham E. Ashoo
CRD#: 1741558
Alamo, CA
93
Wealthminder
score

Haitham Ashoo (CRD# 1741558) is an Investment Advisor Representative working at Pillar Wealth Management, LLC in Alamo, CA and has over 29 years of experience in the finance industry.

2
Christopher G. Snyder
CRD#: 1876547
Clayton, CA
93
Wealthminder
score

Christopher Snyder (CRD# 1876547) is an Investment Advisor Representative working at Pillar Wealth Management, LLC in Clayton, CA and has over 18 years of experience in the finance industry.

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