← Tributary

PILLAR WEALTH MANAGEMENT CO.

MADISON, WI · CRD 118225 · IAPD ↗ · pillarwealth.com · 608-833-9100

$153.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
April 2025 — PILLAR WEALTH MANAGEMENT CO. (MADISON, WI) left the SEC roster (was $153.3M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
42
April 2024 — PILLAR WEALTH MANAGEMENT CO. notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.