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PINNACLE WEALTH MANAGEMENT, LLC
CRD 283919
600 U.S. HWY 51 BYP. E., DYERSBURG, TN, 38024, United States
Phone
731-287-4646
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$95.5M
Discretionary AUM
$94.8M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; THIRD PARTY ADVISER FEES
Org form
Limited Liability Company
Filing date
2026-01-21
Disciplinary history
Yes
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 110 | $31.9M |
| High net worth individuals | 29 | $63.6M |
Official SEC filing: View on IAPD