PILLAR WEALTH LLC
Firm details
- Headquarters
- FRANKLIN, Indiana
- CRD number
- 323139
- Website
- www.pillarw.com
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI98.32%
- Individuals1.05%
- Corporations / Businesses0.63%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pillar Wealth LLC is an independent registered investment advisor organized as an LLC and owned by an individual. The firm serves primarily individual and family clients and operates as a capital allocator, meaning it places client capital with outside managers in addition to providing direct portfolio management. Billing is a mix of percentage-of-AUM and fixed fees. Filings list a range of advisory activities that include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, selection of other advisers, pension consulting services, and investor education through seminars or workshops. The firm does not present itself as an active ESG investor and is not identified as a multi-state adviser in the snapshot data.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds74%
- Exchange Traded Equities14%
- Cash & Cash Equivalents6%
- US Government Bonds4%
- Other2%
Contacts
3 of 3SETH SHEPHERD
Founding Partner & Wealth AdvisorCRD 6956745
Kevin Good
Founding Partner & Wealth AdvisorCRD 7877206
Wyatt McCullough
Founding Partner and Wealth AdvisorCRD 7616334
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRANKLIN, IN
JOHNSON
Location
FRANKLIN, IN
Headquartered in FRANKLIN, IN, anchoring the Indianapolis-Carmel-Muncie, IN metro in the Midwest.
- Metro area
- Indianapolis-Carmel-Muncie, IN
- Region
- Midwest
- County
- JOHNSON
- Address
- 197 E Jefferson St
- Time zone
- ET (UTC-5)
- Office locations
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