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PINNACLE WEALTH MANAGEMENT, LLC
CRD 315578 · SEC 801-122002
2999 DOUGLAS BLVD, SUITE 180, ROSEVILLE, CA, 95661, United States
Phone
916-772-0807
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$211.1M
Discretionary AUM
$211.1M
Team
5 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 396 | $110.6M |
| High net worth individuals | 62 | $100.5M |
States served
AZ, CA, CO, ID, NV, OR, WA, TX, NH
All web addresses on file
Official SEC filing: View on IAPD