Pilot Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$69,622,241
Clients
71
Advisors
2
across 2 offices
About
Pilot Wealth Management provides investment advisory and financial planning services to individuals, high‑net‑worth families, trusts, estates, businesses, and investment partnerships. The firm offers discretionary portfolio management alongside comprehensive planning services such as retirement planning, tax coordination, estate and philanthropy planning, employee stock option guidance, and succession and family governance work.
The firm typically implements discretionary asset-allocation models (Growth, Moderate Growth, Income) and builds tax-aware portfolios using value‑oriented individual equities, bonds, mutual funds, and ETFs, while also accommodating customized allocations and non‑discretionary advice for accounts held away from custody. Accounts are monitored continuously with formal reviews at least quarterly, and Pilot Wealth coordinates with clients’ other advisors on implementation and tax matters.
Distinctively, Pilot Wealth serves as investment manager to affiliated private pooled investment partnerships managed through Pilot Capital Partners, which target small, illiquid, under‑owned, owner‑operated public companies (including OTC and Pink Sheet securities) and accept performance‑based compensation at the fund level. Those affiliated pooled‑vehicle activities and the attendant conflict‑of‑interest disclosures set the firm apart from most peers that focus only on individual client portfolio management.
Client services
Expertise
Occupation focus
Fee options
$0 - $250,000: 1.25% $250,001 - $500,000: 1.15% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.85% $3,000,001 - $8,000,000: 0.75% $8,000,001 - $13,000,000: 0.70% $13,000,001+: 0.50%
Performance-based fees of 20% of capital appreciation computed quarterly for investment partnership clients in Pilot Micro Equity Fund and The Pilot Owners Fund; individual investment clients do not pay performance-based fees
Account minimum: $1,000,000 Fee-only: Fees primarily charged on a project basis for business consulting and family wealth consulting services, generally between $5,000 and $20,000 depending on the consultation
Main office
See officePortland OR
Advisors at this office
1
Most active in
Oregon
Also doing business as
Five O Three, LLC · Pilot Investment Partners, LLC · Pilot Wealth Management · Pilot Wealth Management, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Jason L
Series 65
Portland, OR
Pilot Wealth Management
Jason Lesh is a financial advisor at Pilot Wealth Management in Portland, OR, holding a Series 65 designation with 15 years of industry experience. He has been with Pilot Wealth Management since 2010. Outside of his advisory role, Mr. Lesh manages Pilot Investment Partners, which oversees the Pilot Micro Equity Fund, a private pooled investment vehicle focusing on small, illiquid publicly traded companies. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, estates, and investment partnerships. The firm emphasizes value-oriented equity and fixed income strategies within a tax-aware framework and manages accounts primarily on a discretionary basis, while also serving as investment manager to the Pilot Micro Equity Fund through an affiliated entity.
Nicholas F
Series 65, Series 66
Sherwood, OR
Pilot Wealth Management
Nicholas Fisher is a financial advisor at Pilot Wealth Management with 15 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Pilot Wealth Management since 2010. In addition to his advisory role, Mr. Fisher serves as manager and member of Pilot Investment Partners, which manages the Pilot Micro Equity Fund, a private pooled investment vehicle. Pilot Wealth Management provides investment management and financial planning services to individuals, families, businesses, trusts, and investment partnerships. The firm emphasizes value-oriented equities and fixed income within a tax-aware framework and manages both discretionary client portfolios and a private micro equity fund focused on small, under-owned publicly traded businesses.
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