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PILOTAGE PRIVATE WEALTH AG

ZURICH, Switzerland · CRD 169908 · IAPD ↗ · 41-43-5081717

$227.6MRegulatory AUM
3Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
4States
0Disclosures
foreignSegment
ApprovedSEC status

Filing changes

30
April 2026 — PILOTAGE PRIVATE WEALTH AG reported RAUM up 30% ($175.4M -> $227.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
April 2025 — PILOTAGE PRIVATE WEALTH AG reports 11-25 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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