PINNACLE WEALTH MANAGEMENT, LLC

Company Profile

As of Date 02/06/2026
ADV Location United States, CA
Websites
AUM* 306,563,270 23%
of that, discretionary 305,925,195 23%
Number of Employees 7 17%
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 270,338 13%
High Net Worth 15.24% 31%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

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

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Disclosure Reporting

11.E(2) SRO found rule violation
11.E(4) SRO disciplined (expelled/suspended/barred)
View 1 DRP Record

Recent News

Reported AUM

211M 181M 151M 121M 90M 60M 30M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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