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AUTOPILOT

NEW YORK, NY · CRD 331749 · IAPD ↗ · 646-574-4316

$892.4MRegulatory AUM
0Advisory reps
15Employees
0Clients
n/aPlanning clients
0Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — AUTOPILOT crossed $500M in regulatory AUM ($462.0M -> $892.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
66
April 2025 — AUTOPILOT reported RAUM up 45% ($319.5M -> $462.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
December 2024 — AUTOPILOT's provisional registration is now fully approved.
120-day provisional registration became a full approval.
CRMComplianceFinancial planning softwarePortfolio / reporting / TAMP
95
August 2024 — AUTOPILOT (NEW YORK, NY) is newly SEC-registered (provisional 120-day approval) with $0 RAUM and 0 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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