Pilotage Wealth Management Ag

Pilotage Wealth Management Ag (CRD# 153149) is a financial advisory firm headquartered in Pfaffikon Schwyz, . They manage $261,319,611 in 67 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    261
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $3,900,293
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
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, FL, NY, TX

Financial Advisors at Pilotage Wealth Management Ag
Showing 1 - 2 of 2 top financial advisors.
1
Yann Rousset
CRD#: 5128378
47 Churerstrasse, Pfaffikon Schwyz, 8808
93
Wealthminder
score

Yann Rousset (CRD# 5128378) is an Investment Advisor Representative working at Pilotage Wealth Management Ag in Pfaffikon Schwyz, and has over 8 years of experience in the finance industry.

2
Luke P. Harrison
CRD#: 6095544
47 Churerstrasse, Pfaffikon Schwyz, 8808
90
Wealthminder
score

Luke Harrison (CRD# 6095544) is an Investment Advisor Representative working at Pilotage Wealth Management Ag in Pfaffikon Schwyz, and has over 5 years of experience in the finance industry.

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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.