CENTER PILLAR WEALTH MANAGEMENT LLC

Overview

Center Pillar Wealth Management LLC is an independent, owner-run registered investment advisor organized as an LLC that focuses on individual and family clients. The firm combines financial planning, portfolio management for individuals and small businesses, and selection of other advisers with insurance brokerage capabilities. Fee arrangements are flexible and include a percentage-of-AUM model as well as hourly and fixed-fee engagements. The adviser identifies as a capital allocator and, in practice, directs client capital primarily into exchange-traded equities while supplementing portfolios with mutual funds and annuity solutions. Investment activity is concentrated and execution favors liquid, exchange-listed instruments. The firm does not report active ESG investing and is structured to manage discretionary mandates — all reported AUM is discretionary. Because the business serves mainly individuals and families and offers insurance brokerage, portfolio construction appears geared toward combining market exposure with insurance-based products where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices