PITCAIRN

Legal name: PITCAIRN WEALTH ADVISORS LLC

CRD 333260File 801-131329

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.87B

Top 25% of cohort (national)

Discretionary AUM

$4.55B

Non-discretionary $1.32B

Clients

330

2,133 accounts

Employees

Top 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Oct 23, 2024
Principal office: EIGHT TOWER BRIDGE, 161 WASHINGTON STREET, SUITE 801, CONSHOHOCKEN, PA, 19428
Phone: 215-881-6144
Website: https://www.linkedin.com/company/pitcairn/posts/?feedView=all

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.87B
Discretionary AUM: $4.55B
Non-discretionary AUM: $1.32B
Discretionary accounts: 1,918
Non-discretionary accounts: 215
Total accounts: 2,133
AUM per client: $17.8M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Charitable organizations	Fewer than 5	$45.6M
High net worth individuals	330	$5.78B
Pension and profit sharing plans	Fewer than 5	$42.6M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
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.