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PILOTAGE PRIVATE WEALTH AG
CRD 169908File 801-79148
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$227.6M
Below cohort median (national)
Discretionary AUM
$201.5M
Non-discretionary $26.1M
Clients
78
113 accounts
Employees
4
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- HQ
- Registration date
- Feb 24, 2014
- Principal office
- TÖDISTRASSE 48, ZURICH, 8002
- Phone
- 41-43-5081717
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $227.6M
- Discretionary AUM
- $201.5M
- Non-discretionary AUM
- $26.1M
- Discretionary accounts
- 95
- Non-discretionary accounts
- 18
- Total accounts
- 113
- AUM per client
- $2.9M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 13 | $85.1M |
| Insurance companies | Fewer than 5 | $5.1M |
| Charitable organizations | Fewer than 5 | $6.4M |
| High net worth individuals | 14 | $51.9M |
| Individuals (other than high net worth individuals) | 48 | $58.4M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 85 | 78 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.