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PILOTAGE PRIVATE WEALTH AG
CRD 169908File 801-79148
APPROVED
Retail clients
Filing as of Mar 19, 2026
Feed vintage Oct 1, 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
- Website
- http://www.pilotage.ch/
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 | Change |
|---|---|---|---|---|
| Aug 17, 2026 | Clients | 85 | 78 | decreased by7 |
| Apr 1, 2026 | Clients | 78 | 85 | increased by7 |
| Apr 1, 2026 | AUM | $175,385,204 | $227,628,988 | increased by$52,243,784 |
| Apr 1, 2026 | Accounts | 104 | 113 | increased by9 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 4 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 83 | 78 | decreased by5 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $176,802,405 | $175,385,204 | decreased by$1,417,201 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 232 | 104 | decreased by128 |
| Apr 1, 2022 | Clients | 84 | 83 | decreased by1 |
| Apr 1, 2022 | AUM | $269,824,763 | $176,802,405 | decreased by$93,022,358 |
| Apr 1, 2022 | Accounts | 100 | 232 | increased by132 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PILOTAGE PRIVATE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PILOTAGE PRIVATE” may also match similarly-named firms). Confirm identity against each filing.
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.