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PILLAR WEALTH MANAGEMENT, LLC

· CRD 147837 · IAPD ↗ · pillarwm.com · 925-407-0320

$221.1MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
6States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — PILLAR WEALTH MANAGEMENT, LLC (location n/a) left the SEC roster (was $221.1M RAUM, 2 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
50
April 2024 — PILLAR WEALTH MANAGEMENT, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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