Pilot Wealth Management

Pilot Wealth Management (CRD# 154381) is a financial advisory firm headquartered in Portland, OR. They manage $23,210,244 in 206 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    206
    ACCOUNTS
  • Average Account Value
    $112,671
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

OR

Financial Advisors at Pilot Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Jason W. Lesh
CRD#: 5811524
601 Sw 2nd Ave., #2350, Portland, OR 97204
93
Wealthminder
score

Jason Lesh (CRD# 5811524) is an Investment Advisor Representative working at Pilot Wealth Management in Portland, OR and has over 5 years of experience in the finance industry.

2
Richard P. Thomas
CRD#: 6216588
601 Sw 2nd Ave., #2350, Portland, OR 97204
89
Wealthminder
score

Richard Thomas (CRD# 6216588) is an Investment Advisor Representative working at Pilot Wealth Management in Portland, OR and has over 3 years of experience in the finance industry.

3
Nicholas R. Fisher
CRD#: 5710844
601 Sw 2nd Ave., #2350, Portland, OR 97204
81
Wealthminder
score

Nicholas Fisher (CRD# 5710844) is an Investment Advisor Representative working at Pilot Wealth Management in Portland, OR and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.