Pinnacle Wealth Management, Inc.
Pinnacle Wealth Management, Inc. is an SEC-registered mass-market adviser in Brighton, MI with $118.1M assets under management (AUM, regulatory AUM), -3% over one year. See who owns Pinnacle Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 166853, SEC 801-125967, data through 2026-03-16.
- AUM (assets under management / regulatory AUM)
- $118.1M (2026-03-16)
- Firm type
- Mass-Market Adviser
- Location
- Brighton, MI
- Employees
- 4
- Clients
- 271
- CRD
- 166853
- Ownership
- PERRI, ANDREW, SAMUEL
How much AUM does Pinnacle Wealth Management, Inc. have?
Pinnacle Wealth Management, Inc. reported $118.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-16).
Who owns Pinnacle Wealth Management, Inc.?
Disclosed owners and executives of Pinnacle Wealth Management, Inc. include PERRI, ANDREW, SAMUEL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.