PILLAR WEALTH MANAGEMENT CO.

7633 Ganser Way
Suite 210
Madison, Wisconsin 53719
Tel: 608-833-9100

About PILLAR WEALTH MANAGEMENT CO.

PILLAR WEALTH MANAGEMENT CO, formally registered with the SEC as PILLAR WEALTH MANAGEMENT CO. The firm was established in 03/12/2020. They have over 3 offices throughout the country.

PILLAR WEALTH MANAGEMENT CO. is a Madison, Wisconsin based Financial Planning firm with nearly $153,333,325 assets under management, offering retirement planning & investment advisory services to 455 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118225
SEC#	801-118211
Assets Managed by Firm	$153,333,325
No. of Clients	455
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	455	$153,333,325
Individuals (other than high net worth individuals)	107	$30,926,050
High net worth individuals	107	$122,407,275

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