Pinnacle Strategic Wealth Management, LLC
Pinnacle Strategic Wealth Management, LLC is an SEC-registered mass-market adviser in King Of Prussia, PA with $146.5M assets under management (AUM, regulatory AUM), +20% over one year. See who owns Pinnacle Strategic Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155652, SEC 801-131686, data through 2026-01-05.
- AUM (assets under management / regulatory AUM)
- $146.5M (2026-01-05)
- Firm type
- Mass-Market Adviser
- Location
- King Of Prussia, PA
- Employees
- 2
- Clients
- 501
- CRD
- 155652
- Ownership
- SCHIMEK, MICHAEL, ANTHONY PIERSON; SCHIMEK, MICHAEL, ANTHONY PEARSON; MARCHOZZI, THOMAS; MICHAEL A SCHIMEK FINANCIAL PLANNING, INC; THOMAS MARCHOZZI FINANCIAL PLANNING, INC
How much AUM does Pinnacle Strategic Wealth Management, LLC have?
Pinnacle Strategic Wealth Management, LLC reported $146.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-01-05).
Who owns Pinnacle Strategic Wealth Management, LLC?
Disclosed owners and executives of Pinnacle Strategic Wealth Management, LLC include SCHIMEK, MICHAEL, ANTHONY PIERSON, SCHIMEK, MICHAEL, ANTHONY PEARSON, MARCHOZZI, THOMAS, MICHAEL A SCHIMEK FINANCIAL PLANNING, INC, THOMAS MARCHOZZI FINANCIAL PLANNING, INC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.