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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- NorthVital
- Established Date
- 01-14-2011
- Office Locations
- 2
Office Locations
About Pilot Wealth Management
Pilot Wealth Management is an Oregon RIA providing strategic alignment and capital management for families and business owners. The firm offers investment planning, portfolio construction, and ongoing wealth management with tax and estate planning coordination. Portfolios lean heavily on ETFs and public funds (custodied primarily at Schwab), and the team publishes regular market and seasonal commentaries.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
NICHOLAS R FISHER
PORTFOLIO MANAGER, President
- CRD
- #5710844
- Ownership
- 25% but less than 50%
JASON WILLIAM LESH
President
- CRD
- #5811524
- Ownership
- 25% but less than 50%
Harbor element
Prime insight
- CRD
- #40435
- Ownership
- 40.0%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $71,280,805 | -- |
| Non-Discretionary | $0 | -- |
| Total | $71,280,805 | -- |
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Separately Managed Accounts
Total SMA Asset: $69,622,241
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,883,406,898 | 25.5% |
| Public Funds | $2,407,806,466 | 32.6% |
| Cash | $3,094,696,041 | 41.9% |
| Total | $7,385,909,405 | 100.0% |