Pilot Wealth Management

Pilot Wealth Management (CRD# 154381) is a financial advisory firm headquartered in , . They manage $59,756,602 in 285 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
http://www.pilotwm.com
By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    285
    ACCOUNTS
  • Average Account Value
    $209,672
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OR

Financial Advisors at Pilot Wealth Management
Showing 1 - 2 of 2 top financial advisors.
1
Nicholas Fisher, financial advisor Sherwood OR
Nicholas R. Fisher
CRD#: 5710844
Sherwood, OR

Nicholas Fisher (CRD# 5710844) is an Investment Advisor Representative working at Pilot Wealth Management in Sherwood, OR and has over 23 years of experience in the finance industry.

2
Jason Lesh, financial advisor Portland OR
Jason W. Lesh
CRD#: 5811524
Portland, OR

Jason Lesh (CRD# 5811524) is an Investment Advisor Representative working at Pilot Wealth Management in Portland, OR and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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