9AT: PILLAR WEALTH MANAGEMENT CO.

Adviser Profile

As of Date	03/14/2025
Registration status	Terminated
ADV Location	MADISON, WI, United States
Contact Info	608 xxxxxxx
Websites

AUM^*	153,333,325 17%
of that, discretionary	153,333,325 17%
Number of Employees	4
of those in investment advisory functions	4
Private Fund GAV^*	0
Avg Account Size	336,996 18%
% High Net Worth	50.00% 18%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser ROCKPORT WEALTH ADVISORS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM676.4m	#Funds-
Adviser KANE COMPANY WEALTH MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM284.7m	#Funds-
Adviser ALLIED PORTFOLIO MANAGEMENT, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM240.2m	#Funds-
Adviser PROSPERITY WEALTH PLANNING LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM269.2m	#Funds-
Adviser MISSION HILLS FINANCIAL	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM152.7m	#Funds-
Adviser FOX FINANCIAL SERVICES, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM110.9m	#Funds-
Adviser NAVIGATION GROUP LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM1.0b	#Funds-
Adviser SARATOGA WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM93.0m	#Funds-
Adviser TALISMAN WEALTH ADVISORS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM251.3m	#Funds-
Adviser TRACTION FINANCIAL PARTNERS	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM288.4m	#Funds-

Brochure Summary

Overview

Pillar Wealth Management Co. (“PWM”) has been providing investment advice since January 2002. PWM provides investment management services to a variety of clients. PWM is owned by William J. Meland and Patrick R. Sturm, and does not control any other firm. The advisory services of PWM are described in detail below. Investment Management Services PWM provides investment management services to clients wishing to have their investments managed continuously on a discretionary basis. PWM is available to provide investment management services to a wide variety of clients including, but not limited to, individuals, trusts, pension and profit-sharing plans, corporations, estates and other entities. The firm’s investment management services begin by PWM assisting each new client in determining the client’s investment objectives. PWM then manages each client’s investments in a manner consistent with their objectives. PWM also assists the client in establishing a securities account at a brokerage firm designated by the client, then invests and reinvests the client’s funds and securities held in the account. PWM’s investment advisory representatives (“Representatives”) usually recommend clients establish a brokerage account with Charles Schwab & Co., Inc. (“CS&Co”), a broker-dealer and member of SIPC, and most clients typically do so. CS&Co services include acting as

custodian for each client’s managed securities and other assets, and as processor of the securities transactions placed by PWM portfolio managers. Besides managing various types of securities for clients, including, but not limited to mutual funds, exchange-traded funds (“ETFs”), common and preferred stocks, corporate bonds, municipal securities and government bonds, a portion of the securities in client accounts may be held in cash or cash equivalents, including money market mutual funds. PWM may also on occasion advise that the client place a portion of their account with an unaffiliated, third-party investment manager (each, a “Third-Party Manager”). PWM uses a due diligence process to evaluate Third-Party Managers that PWM believes are qualified to meet client investment objectives. Clients will enter into agreements with Third-Party Managers directly, in which case clients will grant PWM the authority to retain or terminate the Third-Party Manager on the client’s behalf. Each Third-Party Manager has an obligation to provide clients with a copy of its current firm brochure describing, among other items, the Third-Party Manager’s investment strategies and techniques, as required by applicable federal or state securities laws. In the event a Third-Party Manager is used for a client’s account, in addition to PWM’s fees for investment advisory services, described under

PILLAR WEALTH MANAGEMENT CO.

PILLAR WEALTH MANAGEMENT CO.

MELAND CAPITAL MANAGEMENT, LLC

PILLAR WEALTH MANAGEMENT, LLC

PILLAR CAPITAL, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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PILLAR WEALTH MANAGEMENT CO. PILLAR WEALTH MANAGEMENT CO. MELAND CAPITAL MANAGEMENT, LLC PILLAR WEALTH MANAGEMENT, LLC PILLAR CAPITAL, LLC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

PILLAR WEALTH MANAGEMENT CO.

PILLAR WEALTH MANAGEMENT CO.

MELAND CAPITAL MANAGEMENT, LLC

PILLAR WEALTH MANAGEMENT, LLC

PILLAR CAPITAL, LLC