Patrick
Sturm
Pillar Wealth Management Co
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About this Advisor
Patrick Sturm is a financial advisor working out of Madison, Wisconsin with a total of 10 years of relevant experience. Sturm is currently employed by Pillar Wealth Management Co. They have spent their whole employment at Pillar Wealth Management Co. Sturm holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to operate in Texas and Wisconsin. Pillar Wealth Management Co is a financial advisory firm based in Madison, WI. The firm has offices in two locations and just four people on staff. It administers $131 million in total assets among its 457 client accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 457 customer accounts, 43% are associated with high-net-worth individuals who have at least $1 million in assets. Pillar Wealth Management Co performs a few services, including portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fee schedules usually depend on which services the firm provides the client. Fees charged by Pillar Wealth Management Co typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pillar Wealth Management Co Brokerage Details
$130,891,143
4
457
$286,414
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Patrick Sturm Work History
Patrick has been registered as a financial advisor for 10 years.*
Pillar Wealth Management Co
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Patrick Sturm to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Pillar Wealth Management Co
Madison, WI
Madison, WI
Madison, WI
Madison, WI
Madison, WI
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