|
⚲
|
| Keyboard |
| Pinnacle Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 315578 |
| SEC # | 801-122002 |
| CIK # | 0001911464, 0001908610, 0001868491 |
| AUM | 211.1 M (2026-02-06) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Fees | |
| Minimum | |
| Phone | 916-772-0807 |
| Address | 2999 Douglas Blvd Roseville, CA 95661 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Morgan Stanley | 6.1 | ||
| Microsoft Corp | 4.7 | ||
| Agnico Eagle Mines Ltd | 4.3 | ||
| J P Morgan Chase & Co | 3.6 | ||
| Apple Inc | 3.1 | ||
| Alamos Gold Inc | 2.4 | ||
| Coeur D Alene Mines Corp | 2.2 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 396 | 110.6 |
| (b) Individuals (high net worth individuals) | 62 | 100.5 |
| (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 | 767 | 211.1 |
| By Discretionary | ||
| Discretionary | 767 | 211.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 767 | 211.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 211.1 | |
| Total | 767 | 211.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001868491] | |
| 13F-HR | [0001908610] | |
| 13F-HR | [0001911464] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Silver Lake Capital Partners LLC
✚
|
TX | 211.5 M |
|
KRM Financial Planning & Wealth Management LLC
✚
|
IL | 211.5 M |
|
Virtue Asset Management LLC
✚
|
IL | 211.4 M |
|
Blue Summit Financial Group Inc
✚
|
CA | 211.4 M |
|
Personal Choice Financial Advisors LLC
✚
|
OH | 211.3 M |
|
Apex Investment Group LLC
✚
|
MA | 211.1 M |
|
WMKI Group LLC
✚
|
211.0 M | |
|
Phase III Advisory Services Ltd
✚
|
IL | 210.9 M |
|
Wealthcare Asset Management LLC
✚
|
MO | 210.8 M |
|
Albert D Mason Inc
✚
|
MA | 210.6 M |