Pilot Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,656,562
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
19
5% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
19
TypicalAverage account size
$192,451
About
Pilot Wealth Strategies provides discretionary and non-discretionary investment management, financial planning, consulting and retirement-plan advisory services to high-net-worth individuals, families, estates, trusts, retirement plan sponsors, corporations and charitable foundations. The firm also conducts impersonal educational seminars and workshops on financial, retirement, estate, and college planning.
Its investment approach blends strategic and tactical asset allocation with fundamental, technical and quantitative analysis, using mutual funds, ETFs, individual securities and, for qualifying clients, alternative and private investments. The firm performs legacy-position review and model-manager due diligence and can serve in ERISA capacities for employer‑sponsored retirement plans, including acting as a 3(38) investment manager when engaged.
Pilot Wealth is affiliated with an insurance agency and its advisers are insurance‑licensed; insurance recommendations may generate separate commissions and are disclosed and supervised as a potential conflict of interest. The combination of advising high‑net‑worth households alongside institutional retirement plans and offering public seminars is highlighted in the firm’s disclosures and distinguishes its service mix from many independent peers.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Private / alternative investments
Real estate investing
Wealth management
Fee options
Financial planning services with a flat fee up to $20,000 depending on scope and complexity
Maximum annual fee of 2.00%, prorated and charged quarterly in arrears based on average daily balance
Up to $400 per hour for financial planning and consulting services
Account minimum: $500,000
Main office location
Pilot Wealth Strategies
Hayden ID, United States
Number of offices
1
Most active in
Pilot Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Idaho · Nevada
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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