Pinnacle Wealth Management Group, Inc.
Pinnacle Wealth Management Group, Inc. is an SEC-registered wealth manager in Plymouth, MI with $243.7M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Pinnacle Wealth Management Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 281935, SEC 801-113407, data through 2026-03-26.
- AUM (assets under management / regulatory AUM)
- $243.7M (2026-03-26)
- Firm type
- Wealth Manager
- Location
- Plymouth, MI
- Employees
- 4
- Clients
- 209
- CRD
- 281935
- Ownership
- CESTA, DANIEL, ANTHONY; MILLINGTON, EDDISON, CHARLES
How much AUM does Pinnacle Wealth Management Group, Inc. have?
Pinnacle Wealth Management Group, Inc. reported $243.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-26).
Who owns Pinnacle Wealth Management Group, Inc.?
Disclosed owners and executives of Pinnacle Wealth Management Group, Inc. include CESTA, DANIEL, ANTHONY, MILLINGTON, EDDISON, CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.