Pilot Wealth Management

Overview

Pilot Wealth Management is a small, owner-operated corporate advisory firm that combines individual and pooled-vehicle portfolio management with a hedge-fund orientation. The firm charges clients on a percentage-of-assets basis and serves a mix of individual/family and institutional clients. Its stated investment preference is equities, and the manager runs both separately managed accounts and pooled investment vehicles, including in-house hedge funds. Pilot does not position itself as an active ESG investor and operates with a single-state footprint. Investment activity emphasizes liquid, publicly traded instruments—chiefly exchange-traded equities and ETFs—while the firm also sponsors a small number of private funds. Advisory services target individuals and small businesses as well as pooled vehicles, reflecting a blend of discretionary wealth management and fund management responsibilities.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices