PILLAR WEALTH ADVISORS, LLC

5 registered advisors·CRD# 159642
SEC# 801-1105432302-409-3500
01

Firm Overview

AUM
$296M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
Other: PERCENTAGE RETIREMENT PLAN ASSETS UNDER ADVISEMENT
03

Specialties

Financial PlanningInvestment ManagementWealth Management
04

Advisors at PILLAR WEALTH ADVISORS, LLC

5 registered advisors
Bruce Ohrenich
CONSHOHOCKEN, Pennsylvania
CFP
James Joseph Meehan
CONSHOHOCKEN, Pennsylvania
Michael Conway Bree
WILMINGTON, Delaware
CFPChFC
Richard Collins Clark
WILMINGTON, Delaware
CFPChFC
Stephen Christopher Target
CONSHOHOCKEN, Pennsylvania
ChFC
05

Office Locations

CONSHOHOCKEN, Pennsylvania
3 advisors
WILMINGTON, Delaware
2 advisors

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Data sourced from SEC Form ADV filings. PILLAR WEALTH ADVISORS, LLC (CRD# 159642) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.