Pinnacle Strategic Wealth Management, LLC

Overview

Pinnacle Strategic Wealth Management, LLC operates as an independent RIA organized as an LLC and is SEC-registered as of 2025. The firm serves individual and family clients and provides financial planning and portfolio management services for individuals, small businesses, and institutions. Its advisory fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Pinnacle also operates as an insurance broker. The firm does not identify as an active ESG investor and is not classified as a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices