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PILLAR WEALTH ADVISORS, LLC

· CRD 159642 · IAPD ↗ · pillarwealthadvisors.com · 302-409-3500

$296.2MRegulatory AUM
5Advisory reps
8Employees
9Clients
26-50Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
January 2025 — PILLAR WEALTH ADVISORS, LLC (location n/a) left the SEC roster (was $296.2M RAUM, 5 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
45
April 2024 — PILLAR WEALTH ADVISORS, LLC notice-filed in NC.
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.