Investment adviser · CRD 169908

PILOTAGE PRIVATE WEALTH AG

Investment adviser filing (IA)

ZURICH, Switzerland · Form ADV filed Mar 19, 2026

Regulatory AUM
$228M
Form ADV · Item 5.F
Client accounts
113
Accounts, not individual clients
Employees
4
Reported in this filing
Advisory professionals
3
Investment advisory functions

Who they report serving

Form ADV · Item 5.D

Client types and their share of reported regulatory assets.

Client typeClientsRegulatory assetsShare of AUM
Corporations & businesses13$85,139,07137.4%
Individuals48$58,373,66725.6%
High-net-worth individuals14$51,886,01922.8%
Other clients7$20,657,1199.1%
CharitiesFewer than 5$6,440,8472.8%
Insurance companiesFewer than 5$5,132,2652.3%
Filing source

Form ADV 2068942 · Mar 19, 2026 · Item 5.D

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 19, 2026. View historical filings

Reported services

Financial planning · Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed

Principal office

TODISTRASSE 48
ZURICH, 8002, Switzerland

CRD 169908

Filing source

Form ADV 2068942 · Mar 19, 2026 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.