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PINNACLE WEALTH ADVISORS
PINNACLE WEALTH ADVISORS, LLC
CRD 117517 · SEC 801-116763
9200 SE SUNNYBROOK BOULEVARD, SUITE 170, CLACKAMAS, OR, 97015, United States
Phone
503-654-5100
Fax
503-654-5105
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$549.7M
Discretionary AUM
$513.5M
Team
21 total employees; 14 advisory reps; 5 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-06-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (pooled vehicles)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 736 | $273.1M |
| High net worth individuals | 74 | $200.6M |
| Pooled investment vehicles | 1 | $0 |
| Pension/profit sharing plans | 18 | $74.0M |
| Charitable organizations | 3 | $2.0M |
States served
CA, ID, NE, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD