# Pilotage Private Wealth AG

Pilotage Private Wealth AG is a RIA based in Switzerland.

## Overview

- **Organization type:** RIA
- **Headquarters:** Switzerland
- **Region:** Europe
- **Address:** Switzerland
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/1850236

## Regulatory record

- **CRD number:** 169908
- **SEC file number:** 801-79148
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/169908

## About

Pilotage Private Wealth AG is an SEC-registered investment adviser in Zurich, registered since 2014. The firm manages $228 million in assets, with $202 million on a discretionary basis. It has 4 employees and 3 investment advisers.

## Sectors

- Private Wealth
- Switzerland

## Questions

### What is the investment focus of Pilotage Private Wealth AG?

The firm's investment focus is not publicly disclosed. Switzerland-based private wealth entities often allocate across liquid markets, real assets, and alternatives (public record).

### Does Pilotage Private Wealth AG invest directly or fund vehicles?

The firm's investment method is unknown. Swiss private wealth firms commonly use both direct investments and external fund vehicles, but no specifics are available for this entity.

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- [Kuleck Financial Planning](https://altss.com/profile/kuleck-financial-planning)
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Last updated: 2026-07-06T01:24:23.267Z

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