{
  "crd_number": 337297,
  "slug": "pilotai-wealth-miami-fl-337297",
  "primary_business_name": "PILOTAI WEALTH",
  "legal_name": "PILOTAI WEALTH LLC",
  "dbas": [],
  "city": "Miami",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "33100",
  "metro": {
    "cbsa_code": "33100",
    "common_name": "Miami",
    "msa_name": "Miami-Fort Lauderdale-West Palm Beach, FL",
    "path": "/advisors/fl/miami"
  },
  "registration_type": "sec",
  "registration_status": "120-Day Approval",
  "registration_date": "2026-06-25",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-05-27",
  "carried_forward": false,
  "raum_total": 0.0,
  "raum_discretionary": 0.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "under_25m",
  "raum_band_label": "Under $25 million",
  "total_employees": 2,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [],
  "websites": [
    "https://pilotaiwealth.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337297",
  "city_as_filed": "MIAMI",
  "url": "https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297",
  "display_name": "Pilotai Wealth",
  "summary": "Pilotai Wealth is an SEC-registered investment advisory firm in Miami, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 27, 2026.",
  "citation": "AdvisorCensus. Pilotai Wealth (CRD 337297): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses"
  ],
  "quick_answers": [
    {
      "q": "How is Pilotai Wealth compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pilotai Wealth reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "Where is Pilotai Wealth located?",
      "a": "Pilotai Wealth's principal office is in Miami, FL, according to its Form ADV."
    },
    {
      "q": "Is Pilotai Wealth registered with the SEC or a state?",
      "a": "Pilotai Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 337297."
    },
    {
      "q": "How much does Pilotai Wealth manage?",
      "a": "Pilotai Wealth reports $0 in regulatory assets under management in its Form ADV filing dated May 27, 2026."
    },
    {
      "q": "Does Pilotai Wealth report any disciplinary disclosures?",
      "a": "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/337297"
    },
    {
      "q": "Does Pilotai Wealth state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated May 27, 2026 says: \"The Firm requires a minimum account size of $20,000 to open an advisory account. The Firm may waive or reduce the minimum account size at its sole discretion.\""
    },
    {
      "q": "What changed in Pilotai Wealth's recent Form ADV filings?",
      "a": "In the July 2026 filing data: Newly registered with the SEC."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-07-01",
      "period_label": "July 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    },
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated May 27, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$20,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $20,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The Firm requires a minimum account size of $20,000 to open an advisory account. The Firm may waive or reduce the minimum account size at its sole discretion."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 20000.0,
      "minimum_annual_fee": null,
      "planning": []
    },
    "quotes": [
      "The Firm requires a minimum account size of $20,000 to open an advisory account. The Firm may waive or reduce the minimum account size at its sole discretion."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/337297",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}