Pilotai Wealth
Firm details
- Headquarters
- Miami, Florida
- CRD number
- 337297
- Registered since
- June 25, 2026
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Pilotai Wealth is organized as a limited liability company and registered with the SEC in 2026. The firm is a newly formed adviser that offers portfolio management services targeted at individuals and small businesses. Its stated fee model is a percentage of assets under management. Ownership is listed as a combination of a domestic entity and an individual. Pilotai Wealth is not described as a multi-state adviser, does not identify as an active ESG investor, and is not positioned as a capital allocator.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
2 of 2
Ricardo Gonzalez
CCOCRD 2139772
Herman Cruz
CRD 8130583
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Miami, FL
Miami Dade
Location
Miami, FL
Headquartered in Miami, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 701 Brickell Ave
- Time zone
- ET (UTC-5)
- Office locations
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