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PITCAIRN
Legal name: PITCAIRN WEALTH ADVISORS LLC
CRD 333260File 801-131329
APPROVED
Retail clients
Custody
Filing as of Mar 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$5.87B
Top 25% of cohort (national)
Discretionary AUM
$4.55B
Non-discretionary $1.32B
Clients
330
2,133 accounts
Employees
62
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.pitcairn.com
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 5 | 62 | increased by57 |
| Apr 1, 2026 | Custody | No | Yes | |
| Apr 1, 2026 | Clients | 71 | 330 | increased by259 |
| Apr 1, 2026 | AUM | $775,801,961 | $5,871,259,245 | increased by$5,095,457,284 |
| Apr 1, 2026 | Accounts | 148 | 2,133 | increased by1,985 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PITCAIRN” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PITCAIRN” 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.