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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM 100m 1b

PILLAR WEALTH MANAGEMENT CO.

CRD 118225

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06728163-2c22-2847-4d38-d82e059ac830

Data as of Mar 11, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 9
On other graphs: 0
Observed: Feb 11, 2020 to Mar 11, 2024
7 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $153MItem 5.F on the latest filing (2024-03-11); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $153M
Private client RAUM: $153MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 4
Advisory employees: 4
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 455
Individual clients: 107
High net worth clients: 107
SEC number: 801-118211
CRD: 118225
Filings on the tape: 7
First filed: Feb 11, 2020
Latest filed: Mar 11, 2024
Organised: Corporation, Wisconsin
Website: pillarwealth.com

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
CLEVEN, BRIAN, JOHN	CHIEF EXECUTIVE OFFICER AND DIRECTOR	Na	yes	04/2011	Feb 11, 2020	Mar 11, 2024
MELAND, WILLIAM, JAY	PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR	D	yes	01/2004	Feb 11, 2020	Mar 11, 2024
STURM, PATRICK, RYAN	CHIEF OPERATING OFFICER AND DIRECTOR	D	yes	04/2014	Feb 11, 2020	Mar 11, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
PILLAR FINANCIAL STRATEGIES, LLC	n/a	n/a	n/a	N	yes	n/a
PLATINUM FINANCIAL RESOURCES, INC.	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Dodgeville	Wi	United States	1	no
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2023	Mar 11, 2024	$153M	$153M	4	4	2	n/a	n/a
2022	Mar 2, 2023	$131M	$131M	4	4	2	n/a	n/a
2021	Mar 21, 2022	$150M	$150M	4	4	2	n/a	n/a
2020	Mar 9, 2021	$124M	$124M	4	4	2	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2023	$153M	$131M	17.1%	$124M	7.2%	4	4	2	2

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
MERIT FINANCIAL ADVISORS	6	Jan 24, 2025	Jan 24, 2025	MADISON, WI	Firm absorbed	RIA to RIA	100.0%

Relationships

Controls (3)

← MELAND, WILLIAM, JAYOwnerPRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR, ownership code D, individual
Feb 11, 2020 to presentfactForm ADV
← STURM, PATRICK, RYANOwnerCHIEF OPERATING OFFICER AND DIRECTOR, ownership code D, individual
Feb 11, 2020 to presentfactForm ADV
← CLEVEN, BRIAN, JOHNOwnerCHIEF EXECUTIVE OFFICER AND DIRECTOR, ownership code NA, individual
Feb 11, 2020 to presentfactForm ADV

Moved with (1)

→ MERIT FINANCIAL ADVISORSRegistered adviser6 advisors, firm absorbed, same day
Jan 24, 2025 to Jan 24, 2025factForm ADV

Registered with (7)

← WILLIAM JAY MELANDAdvisorregistration: previous registration
Jan 22, 2002 to Jan 24, 2025factForm ADV
← CHESTER WILLIAM LEEAdvisorregistration: previous registration
May 6, 2011 to Jan 24, 2025factForm ADV
← PATRICK RYAN STURMAdvisorregistration: previous registration
Apr 8, 2013 to Jan 24, 2025factForm ADV
← BRIAN JOHN CLEVENAdvisorregistration: previous registration
Jul 12, 2011 to Jan 24, 2025factForm ADV
← CARA RUTH WOLENECAdvisorregistration: previous registration
Apr 8, 2013 to Jan 24, 2025factForm ADV
← CREW ROBERT RISGAARDAdvisorregistration: previous registration
Mar 26, 2024 to Jan 24, 2025factForm ADV
← NATHANIEL GERRIT BRINKMANAdvisorregistration: previous registration
Oct 30, 2003 to Dec 12, 2006factForm ADV

Dated events

Occurred
May 2, 2025
Left the SEC roster
Pillar Wealth Management Co. no longer on the SEC adviser roster (last listed 2025-03-06, RAUM $153.3M)
Form ADVobserved 6 days ago
$153M
Occurred
Jan 24, 2025
Firm absorbed
Pillar Wealth Management CO.'s advisors moved to Merit Financial Advisors (Madison, WI): 6 of 6 registered, on the same day
Form ADVobserved 6 days ago
6 advisors
Occurred
Jan 24, 2025
Advisor changed firm
Chester William Lee left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2025
Advisor changed firm
Patrick Ryan Sturm left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2025
Advisor changed firm
Cara Ruth Wolenec left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2025
Advisor changed firm
Crew Robert Risgaard left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2025
Advisor changed firm
Brian John Cleven left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)
Form ADVobserved 6 days ago
Occurred
Jan 24, 2025
Advisor changed firm
William Jay Meland left Pillar Wealth Management Co. for Merit Financial Advisors (registered 2025-01-24)
Form ADVobserved 6 days ago
Occurred
Feb 11, 2020
First Form ADV filing
Pillar Wealth Management Co. filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:06728163-2c22-2847-4d38-d82e059ac830
First observed: Feb 11, 2020
Last observed: Mar 11, 2024 30 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PILLAR WEALTH MANAGEMENT CO.

CRD 118225

MADISON, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:06728163-2c22-2847-4d38-d82e059ac830

Data as of Mar 11, 2024 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

CLEVEN, BRIAN, JOHN

CHIEF EXECUTIVE OFFICER AND DIRECTOR

yes

04/2011

Feb 11, 2020

Mar 11, 2024

MELAND, WILLIAM, JAY

PRESIDENT, CHIEF COMPLIANCE OFFICER AND DIRECTOR

yes

01/2004

Feb 11, 2020

Mar 11, 2024

STURM, PATRICK, RYAN

CHIEF OPERATING OFFICER AND DIRECTOR

yes

04/2014

Feb 11, 2020

Mar 11, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

PILLAR FINANCIAL STRATEGIES, LLC

n/a

yes

n/a

PLATINUM FINANCIAL RESOURCES, INC.

n/a

City

State

Country

Employees

Also broker-dealer

Dodgeville

United States

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2023

Mar 11, 2024

$153M

n/a

2022

Mar 2, 2023

$131M

n/a

2021

Mar 21, 2022

$150M

n/a

2020

Mar 9, 2021

$124M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2023

$153M

$131M

17.1%

$124M

7.2%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

MERIT FINANCIAL ADVISORS

Jan 24, 2025

MADISON, WI

Firm absorbed

RIA to RIA

100.0%