Company Information

Get to know Pilot Wealth Management

Pilot Wealth Management, LLC is a fiduciary financial advisory firm that provides comprehensive wealth management services, including financial planning, investment management, and retirement planning for individuals, families, and trusts. The firm emphasizes a client-centric approach, aiming to guide clients toward their long-term financial goals. It is important to note the history of the name; the current entity was formed in 2014 after a predecessor firm of the same name, led by founder Scott Wolas, was discovered to be a massive Ponzi scheme. The current firm is operated by different principals.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Pilot Wealth Management

United States

Founded in

2014 (12 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.