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| Keyboard |
| Pinnacle Strategic Wealth Management LLC
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|---|---|
| CRD # | 155652 |
| SEC # | 801-131686 |
| CIK # | |
| AUM | 146.5 M (2026-01-05) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 267-221-6305 |
| Address | 630 Freedom Business Center King of Prussia, PA 19406 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 501 | 146.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 501 | 146.5 |
| By Discretionary | ||
| Discretionary | 501 | 146.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 501 | 146.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 146.5 | |
| Total | 501 | 146.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Hobbs Wealth Management LLC
✚
|
IN | 146.7 M |
|
Money Managers Inc
✚
|
TX | 146.6 M |
|
Larsen Glen Allen
✚
|
UT | 146.6 M |
|
Wealthgen Advisors LLC
✚
|
FL | 146.6 M |
|
Stone Steps Financial LLC
✚
|
CA | 146.6 M |
|
Lucien Stirling & Gray Advisory Group Inc
✚
|
TX | 146.6 M |
|
Paramount Associates Wealth Management LLC
✚
|
CO | 146.5 M |
|
ULTA Wealth Management LLC
✚
|
NV | 146.5 M |
|
Fort Advisors Inc
✚
|
TX | 146.3 M |
|
CURA & Senectus Investment AG
✚
|
146.2 M |