Overview
Assets Under Management: $211 million
Headquarters: ROSEVILLE, CA
High-Net-Worth Clients: 62
Average Client Assets: $2 million
Frequently Asked Questions
PINNACLE WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #315578), PINNACLE WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
PINNACLE WEALTH MANAGEMENT, LLC is headquartered in ROSEVILLE, CA.
PINNACLE WEALTH MANAGEMENT, LLC serves 62 high-net-worth clients according to their SEC filing dated February 06, 2026. View client details ↓
According to their SEC Form ADV, PINNACLE WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
PINNACLE WEALTH MANAGEMENT, LLC manages $211 million in client assets according to their SEC filing dated February 06, 2026.
According to their SEC Form ADV, PINNACLE WEALTH MANAGEMENT, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 62
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 47.61
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 767
Discretionary Accounts: 767
Regulatory Filings
CRD Number: 315578
Filing ID: 2051206
Last Filing Date: 2026-02-06 16:00:06