Pilotai Wealth
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 337297
- Registered since
- June 25, 2026
- Website
- www.pilotaiwealth.com
- Custodians
- APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pilotai Wealth operates as a limited liability company that provides fee-based portfolio management to individuals and small businesses. The firm is registered with the SEC, with registration recorded in 2026. Its business model centers on discretionary management charged as a percentage of assets under management. Pilotai Wealth identifies its clients as individuals and families; it does not describe itself as a capital allocator, pension consultant, or multi-state advisory firm, and it does not list ESG investing as an active focus.
Assets & Accounts
Public Holdings
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
Asset composition
- Exchange Traded Equities48%
- Public Funds/Mutual Funds48%
- Private Funds2%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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