# Pilot Wealth Strategies

Pilot Wealth Strategies is a Multi Family Office based in Hayden, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Hayden, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed
- **Website:** pilotwealth.com

## Regulatory record

- **CRD number:** 334347
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/334347

## About

Pilot Wealth Strategies is a state-registered investment adviser in Hayden, ID. The firm manages approximately $6 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Pilot Wealth Strategies?

No named principals or investment committee members have been publicly identified for Pilot Wealth Strategies. The firm does not list leadership on its website or in public filings.

### How does Pilot Wealth Strategies source proprietary deal flow?

Pilot Wealth Strategies relies on a network of independent sponsors, co-investment partners, and fund managers to source investment opportunities. The firm does not publicly detail its sourcing process.

### Does Pilot Wealth Strategies participate in fund commitments or only direct deals?

The firm uses both approaches: fund commitments to external managers and direct co-investments alongside sponsors. The exact allocation between the two is not disclosed.

### What investment stages does Pilot Wealth Strategies typically target?

Pilot Wealth Strategies invests across stages, including venture capital, growth equity, and more mature private equity buyouts, as well as liquid markets like public equities and fixed income.

### What sectors does Pilot Wealth Strategies focus on?

The firm does not publicly disclose sector preferences. Given its multi-asset class approach, sector exposure is determined by client-specific mandates and deal-by-deal opportunities.

## Related profiles

- [Heinz Ventures](https://altss.com/profile/heinz-ventures-llc)
- [Plainview Investment Management, L.P.](https://altss.com/profile/plainview-investment-management-lp)

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Last updated: 2026-07-06T01:24:23.267Z

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