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PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
CRD 155652 · SEC 801-131686
630 FREEDOM BUSINESS CENTER, THIRD FLOOR, KING OF PRUSSIA, PA, 19406, United States
Phone
267-221-6305
Fax
484-624-3999
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$146.5M
Discretionary AUM
$146.5M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 501 | $146.5M |
States served
PA
Official SEC filing: View on IAPD