Pilotai Wealth
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 337297
- Registered since
- June 25, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pilotai Wealth is an LLC that registered with the SEC in 2026 and describes its core advisory activity as portfolio management for individuals and small businesses. The firm charges fees as a percentage of assets under management and identifies as a newly formed adviser. It does not report being an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator, pension consultant, or related adviser under the provided classification.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Location
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 701 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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