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WITHUM WEALTH MANAGEMENT
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
CRD 158332 · SEC 801-72657
47 RECKLESS PLACE, RED BANK, NJ, 07701, United States
Phone
732-450-0147
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.34B
Discretionary AUM
$2.34B
Team
13 total employees; 11 advisory reps; 20 broker-dealer reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 67 | $12.9M |
| High net worth individuals | 688 | $2.12B |
| Pension/profit sharing plans | 7 | $5.2M |
| Charitable organizations | 9 | $15.3M |
| Corporations/business entities | 27 | $177.4M |
States served
AZ, CA, DC, IL, MD, MA, NJ, NY, NC, OH, PA, RI, SC, VA, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD