# Pilotage Private Wealth AG

> Pilotage Private Wealth AG is an SEC-registered investment advisory firm in Zurich, Switzerland, registered since 2014, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 19, 2026.

- CRD: 169908
- Filed as: PILOTAGE PRIVATE WEALTH AG
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zurich, Switzerland
- Filing period: October 2026
- Form ADV filing dated: March 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169908
- AdvisorCensus page: https://advisorcensus.com/firm/pilotage-private-wealth-ag-zurich-169908

## Quick answers

**How is Pilotage Private Wealth AG compensated?**
On its Form ADV (Item 5.E, October 2026), Pilotage Private Wealth AG reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pilotage Private Wealth AG located?**
Pilotage Private Wealth AG's principal office is in Zurich, Switzerland, according to its Form ADV.

**Is Pilotage Private Wealth AG registered with the SEC or a state?**
Pilotage Private Wealth AG is an SEC-registered investment advisory firm, registered since 2014. Status as filed: Approved. CRD 169908.

**How much does Pilotage Private Wealth AG manage?**
Pilotage Private Wealth AG reports $227,628,988 in regulatory assets under management in its Form ADV filing dated March 19, 2026 (89% discretionary).

**How have Pilotage Private Wealth AG's assets and staff changed since 2021?**
In the Form ADV data for Pilotage Private Wealth AG: Regulatory assets under management: $269,824,763 in the October 2021 data and $227,628,988 in the October 2026 data, down 16%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pilotage Private Wealth AG serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (48); high net worth individuals (14); corporations or other businesses not listed above (13).

**Which custodians does Pilotage Private Wealth AG use?**
Pilotage Private Wealth AG's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Bank Julius Baer & Co. Ltd., Charles Schwab & Co., Inc. and EFG Bank AG as custodians holding 10% or more of its separately managed account assets.

**Does Pilotage Private Wealth AG report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169908

**What changed in Pilotage Private Wealth AG's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $175,385,204 to $227,628,988 (+30%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Bank Julius Baer & Co. Ltd.
- Charles Schwab & Co., Inc.
- EFG Bank AG

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $227,628,988
- Discretionary: $201,528,856
- Non-discretionary: $26,100,132

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 48 | $58,373,667 |
| High net worth individuals | 14 | $51,886,019 |
| Charitable organizations | 2 | $6,440,847 |
| Insurance companies | 1 | $5,132,265 |
| Corporations or other businesses not listed above | 13 | $85,139,071 |
| Other | 7 | $20,657,119 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other

### Firm details
- Registered since: 2014 (12 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pilotage.ch
- pilotage.group
- LinkedIn @1850236

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $269,824,763 | 5 | June 16, 2021 |
| October 2022 | $176,802,405 | 5 | March 31, 2022 |
| October 2023 | $149,792,730 | 5 | March 28, 2023 |
| October 2024 | $159,710,259 | 3 | March 26, 2024 |
| October 2025 | $175,385,204 | 4 | March 10, 2025 |
| October 2026 | $227,628,988 | 4 | March 19, 2026 |

Regulatory assets under management: $269,824,763 in the October 2021 data and $227,628,988 in the October 2026 data, down 16%.
Total employees: 5 in October 2021 and 4 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $175,385,204 to $227,628,988 (+30%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pilotage Private Wealth AG (CRD 169908): Form ADV filing data as of October 2026.