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PINNACLE PEAK WEALTH MANAGEMENT
PINNACLE PEAK WEALTH MANAGEMENT LLC
CRD 305316
20715 N. PIMA ROAD, SUITE 108, SCOTTSDALE, AZ, 85255, United States
Phone
602-510-3833
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$31.2M
Discretionary AUM
$31.2M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-01-15
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 6 | $1.7M |
| High net worth individuals | 17 | $29.5M |
Official SEC filing: View on IAPD