Pinnacle Wealth Management LLC

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Assets, Funds, Holdings

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Pinnacle Wealth Management LLC
CRD #315578
SEC #801-122002
CIK #0001908610, 0001868491, 0001911464
AUM $159.1 MM (2024-03-28)
Employees 4 (50% Investors, 50% Brokers)
Phone916-772-0807
Address2271 Lava Ridge Court
Roseville, CA 95661
Source [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn]
Total AUM ($MM)
170136102683402002200920172025
Sector Form 13F Holdings Cap ($MM) Value ($MM)
MSFT 1,918,222.4 6.5
MS 136,724.0 3.2
AAPL 2,382,844.0 3.0
JPM 340,169.2 2.3
PEP 226,773.9 1.7
UPS 157,208.0 1.6
AEM 22,129.1 1.5
VZ 211,914.0 1.4
 
 
 
Holdings by Sector ($MM)
3502802101407002020202120232025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 403 96.4
(b) Individuals (high net worth individuals) 47 62.6
(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 708 159.1
By Discretionary
Discretionary 708 159.1
Non-Discretionary 0 0.0
Total 708 159.1
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 159.1
Total 708 159.1
EDGAR Form CIK 2011 - 2024
13F-HR [0001868491]
13F-HR [0001908610]
13F-HR [0001911464]
Comparable Firms State AUM ($BB)
Namtaf Advisors LLC
NC 0.2
D'Arcy Capital Management LLC
CA 0.2
Windle Wealth LLC
OK 0.2
BLVD Private Wealth LLC
KY 0.2
Personal Choice Financial Advisors LLC
OH 0.2
Core Financial Advisors LLC
CA 0.2
Bernard Wealth Management Corp
MI 0.2
SWP Financial LLC
CA 0.2
Vision Capital Management Corporation
NC 0.2
Aspirean Wealth LLC
CA 0.2
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