PILLAR WEALTH MANAGEMENT CO.
Adviser information for PILLAR WEALTH MANAGEMENT CO. last updated from Form ADV on March 11th, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Corporation |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | Wisconsin, United States |
Employees
| Total Number of Employees | 4 |
|---|---|
| Investment Advisory/Research | 4 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 4 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 455 | $153.3M |
| Non-Discretionary | 0 | $0 |
| Total | 455 | $153.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 107 | $30.9M |
| HNW Individuals | 107 | $122.4M |
| 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 | 0 | $0 |
| 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 | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-118211 |
|---|---|
| SEC ERA File Number | 801-118211 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 118225 |
| Legal Entity Identifier | None |
Principal Office
7633 GANSER WAYSUITE 210
MADISON
WI
United States
Monday - Friday, 8:00 A.M.- 4:30 P.M.
Tel: 608-833-9100, Fax: 608-833-9140
Websites
Chief Compliance Officer
WILLIAM J. MELAND
PRESIDENT
7633 GANSER WAY
SUITE 210
MADISON
WI
United States
Tel:
608-833-9100
Fax:
608-833-9140
W******@***************M
(Full email address available in API data)
Industry Affiliates
| PILLAR FINANCIAL STRATEGIES, LLC | Insurance company or agency |
| PLATINUM FINANCIAL RESOURCES, INC. | Insurance company or agency |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| MELAND, WILLIAM, JAY | Individual | – | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | 01/2004 | 50-75% |
| CLEVEN, BRIAN, JOHN | Individual | – | CHIEF EXECUTIVE OFFICER AND DIRECTOR | 04/2011 | < 5% |
| STURM, PATRICK, RYAN | Individual | – | CHIEF OPERATING OFFICER AND DIRECTOR | 04/2014 | 50-75% |