# Pilotai Wealth

> 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.

- CRD: 337297
- Filed as: PILOTAI WEALTH
- Legal name: Pilotai Wealth LLC
- Registration: SEC-registered investment adviser (status as filed: 120-Day Approval)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: May 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/337297
- AdvisorCensus page: https://advisorcensus.com/firm/pilotai-wealth-miami-fl-337297

## Quick answers

**How is Pilotai Wealth compensated?**
On its Form ADV (Item 5.E, October 2026), Pilotai Wealth reports these compensation arrangements: a percentage of assets under its management.

**Where is Pilotai Wealth located?**
Pilotai Wealth's principal office is in Miami, FL, according to its Form ADV.

**Is Pilotai Wealth registered with the SEC or a state?**
Pilotai Wealth is an SEC-registered investment advisory firm, registered since 2026. Status as filed: 120-Day Approval. CRD 337297.

**How much does Pilotai Wealth manage?**
Pilotai Wealth reports $0 in regulatory assets under management in its Form ADV filing dated May 27, 2026.

**Does Pilotai Wealth 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/337297

**Does Pilotai Wealth state an account minimum?**
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."

**What changed in Pilotai Wealth's recent Form ADV filings?**
In the July 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated May 27, 2026)

- Account minimum: $20,000 (the brochure says it may be waived or negotiated)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: Yes
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- pilotaiwealth.com

## Changes in the filing (last 12 months)

### July 2026
- Newly registered with the SEC.

### June 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pilotai Wealth (CRD 337297): Form ADV filing data as of October 2026.