Pinnacle Wealth Advisors
Pinnacle Wealth Advisors is an SEC-registered mass-market adviser in Clackamas, OR with $549.7M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Pinnacle Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 117517, SEC 801-116763, data through 2026-06-12.
- AUM (assets under management / regulatory AUM)
- $549.7M (2026-06-12)
- Firm type
- Mass-Market Adviser
- Location
- Clackamas, OR
- Employees
- 21
- Clients
- 832
- CRD
- 117517
- Ownership
- BIRCH, RAYMOND, ALFRED; JOSSI, STEVEN, MICHAEL; CHRISTOPHERSON, AARON, JACOB; GAY, RANDY, EARL; Timm, Brian, Andrew
How much AUM does Pinnacle Wealth Advisors have?
Pinnacle Wealth Advisors reported $549.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-12).
Who owns Pinnacle Wealth Advisors?
Disclosed owners and executives of Pinnacle Wealth Advisors include BIRCH, RAYMOND, ALFRED, JOSSI, STEVEN, MICHAEL, CHRISTOPHERSON, AARON, JACOB, GAY, RANDY, EARL, Timm, Brian, Andrew. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.