PILLAR WEALTH MANAGEMENT CO.
CRD #118225 SEC #801-118211 MADISON, WI 608-833-9100
SEC Registered
Total AUM
$153.3M
Discretionary
$153.3M
Employees
4
Clients
--
Accounts
455
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 11, 2024
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CLEVEN, BRIAN, JOHN | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| CLEVEN, BRIAN, JOHN | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| CLEVEN, BRIAN, JOHN | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| CLEVEN, BRIAN, JOHN | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| CLEVEN, BRIAN, JOHN | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| CLEVEN, BRIAN, JOHN | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| CLEVEN, BRIAN, JOHN | I | CHIEF EXECUTIVE OFFICER AND DIRECTOR | NA | Control |
| MELAND, WILLIAM, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | D | Control |
| MELAND, WILLIAM, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | D | Control |
| MELAND, WILLIAM, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | D | Control |
| MELAND, WILLIAM, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | D | Control |
| MELAND, WILLIAM, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | D | Control |
| MELAND, WILLIAM, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | D | Control |
| MELAND, WILLIAM, JAY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR | D | Control |
| STURM, PATRICK, RYAN | I | CHIEF OPERATING OFFICER AND DIRECTOR | D | Control |
| STURM, PATRICK, RYAN | I | CHIEF OPERATING OFFICER AND DIRECTOR | D | Control |
| STURM, PATRICK, RYAN | I | CHIEF OPERATING OFFICER AND DIRECTOR | D | Control |
| STURM, PATRICK, RYAN | I | CHIEF OPERATING OFFICER AND DIRECTOR | D | Control |
| STURM, PATRICK, RYAN | I | CHIEF OPERATING OFFICER AND DIRECTOR | D | Control |
| STURM, PATRICK, RYAN | I | CHIEF OPERATING OFFICER AND DIRECTOR | D | Control |
| STURM, PATRICK, RYAN | I | CHIEF OPERATING OFFICER AND DIRECTOR | D | Control |
Registrations
Federal
IA
Mar 11, 2024 REGISTERED
Notice Filings (3)
FL TX WI
Address
7633 GANSER WAYSUITE 210
MADISON, WI 53719
United States
Phone: 608-833-9100