PILLAR WEALTH ADVISORS, LLC

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Delaware, United States

Employees

Total Number of Employees	8
Investment Advisory/Research	5
Registered Broker-Dealer Representatives	3
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	6
No. of Firms/People that Solicit Clients	3

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	773	$293.9M
Non-Discretionary	17	$2.4M
Total	790	$296.2M

Clients

Type	Number	RAUM
Individuals	170	$45.4M
HNW Individuals	122	$241.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$1.3M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$7.9M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	9
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	26-50

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)
Compensation	% of AUMFixed feesPERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	291.4M

Portfolio Manager to Program	Sponsor
PILLAR WEALTH MANAGEMENT PROGRAM	PILLAR WEALTH ADVISORS, LLC

Identifiers

SEC RIA File Number	801-110543
SEC ERA File Number	801-110543
SEC CIK Numbers	1632226
SEC CRD Numbers	159642
Legal Entity Identifier	None

Principal Office

223 SWINBURNE ROAD
WEST CHESTER
PA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic