P
$6.5M Total AUM
$6.5M Disc. AUM
-- 3Y CAGR
1 Employees
21 ADV. Clients
1 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Raymond James
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-11-2025
- Office Locations
- 1
Office Locations
-- Hayden ID
About Pilot Wealth Strategies
Pilot Wealth Strategies is a Hayden-based RIA. The firm has been operating for 1 years. Managing $6.5M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Raymond James. Services offered include Asset Management, Business Succession, Estate Planning.
Team overview
-- AVG AGE
$6.5M AVG AUM / ADVISOR
$307.2K AVG AUM / CLIENT
1.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
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Accredited Investors
Momentum Crest pioneer
Asset Classes
Catalyst element Prime Signal Eagle Focus focus Delta
Investment Themes
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Investment Vehicles
Beacon insight
Services
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Owner & Executives
Nathan Andrus Hughes
Chief Compliance Officer, Chief Executive Officer
- CRD
- #7136317
- Ownership
- 75% or more
(830) 323-3151
zenith.foundation@atlascapital.com
in linkedin.com/in/crest-oak
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,450,737 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,450,737 | -- |
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Separately Managed Accounts
Total SMA Asset: $6,450,737
Equity - Exchange:
24.4% Cash:
14.7% U.S. Government/Agency:
39.2% Corporate - Non-Investment Grade:
21.7% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $196,242,767 | 24.4% |
| Cash | $118,228,224 | 14.7% |
| U.S. Government/Agency | $315,275,265 | 39.2% |
| Corporate - Non-Investment Grade | $174,527,378 | 21.7% |
| Total | $804,273,634 | 100.0% |