A clearer path for your financial future.

Independent wealth management built around your goals, liquidity needs, and long-term plans. Work with a team that keeps advice personal, transparent, and easy to understand.

Request a Consultation Explore Services

A welcoming client meeting room in Downtown Miami with a view of the skyline

15+ Years of Experience

Our Services

Planning and investment services shaped around your goals, time horizon, and risk tolerance.

Portfolio Management

Tailored investment strategies built around your liquidity needs, financial goals, and risk tolerance.

Lending Solutions

Explore financing options that may use eligible investment assets as collateral. Terms, eligibility, and risks vary.

Cash Management

Liquidity solutions for day-to-day cash needs. Rates, availability, and terms may vary.

Trustee Services

Support for trust administration and planning intended to help carry out your wishes across generations.

Our Firm & Our Approach

Pileus Wealth Management provides wealth management services to clients in the United States.

Our philosophy is centered on capturing market opportunities while diligently managing exposure to risk. We remove the intimidation from wealth management, opting instead for a conversational, transparent, and collaborative process.

We work with you to understand your liquidity needs, long-term financial goals, and personal risk tolerance.

✓ Personalized & Transparent

✓ U.S. Focus

✓ Fiduciary Advisory Services

Meet Our Team Our Story

Client First

Philosophy

Clearing & Custody

Certain brokerage accounts introduced through Bolton Global Capital are held and cleared through Pershing LLC. Custody arrangements and protections depend on the account; review your account documents and the disclosures below.

BNY MELLON

BNY Mellon is a global financial-services company and the parent company of Pershing LLC. The brochure below provides information supplied by BNY Mellon; available products and services depend on the account and applicable agreement.

PERSHING LLC

Pershing LLC is a subsidiary of BNY Mellon and provides clearing and custody services to broker-dealers. Certain brokerage accounts introduced through Bolton Global Capital may be held and cleared through Pershing; refer to your account documents for the arrangement that applies to you.

Visit Pershing

CLIENT ASSET INFORMATION

Custody, asset-protection coverage, and applicable limits vary by account and legal arrangement. Review the information below and your account documents, or ask your financial professional about the protections that apply to your account.

Get in Touch

Ready to start a conversation? Reach out to us to schedule a consultation.

Office Location

1441 Brickell Ave.
Suite 1700
Miami, FL 33131

Direct Contact

ahierro@pileuswm.com
(786) 693-7863

Full Name

Email Address

Message

We use your name, email, and message to respond. FormSubmit delivers the submission to our contact inbox, may retain it for up to 30 days, and says its form service includes Google reCAPTCHA spam screening. Read our Website Privacy Notice. Please do not send account numbers, Social Security numbers, passwords, or sensitive financial details. To avoid the form’s spam check, email or call us instead.