Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC is an SEC-registered mass-market adviser in Roseville, CA with $211.1M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Pinnacle Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 315578, SEC 801-122002, data through 2026-02-06.
- AUM (assets under management / regulatory AUM)
- $211.1M (2026-02-06)
- Firm type
- Mass-Market Adviser
- Location
- Roseville, CA
- Employees
- 5
- Clients
- 458
- CRD
- 315578
- Ownership
- PINNACLE ASSET MANAGEMENT, INC.; ZBORALSKE INVESTMENT MANAGEMENT, INC.; LEDERER, KENYON, LLOYD; ZBORALSKE, JACK, RICHARD
How much AUM does Pinnacle Wealth Management, LLC have?
Pinnacle Wealth Management, LLC reported $211.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-06).
Who owns Pinnacle Wealth Management, LLC?
Disclosed owners and executives of Pinnacle Wealth Management, LLC include PINNACLE ASSET MANAGEMENT, INC., ZBORALSKE INVESTMENT MANAGEMENT, INC., LEDERER, KENYON, LLOYD, ZBORALSKE, JACK, RICHARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.