PINNACLE WEALTH MANAGEMENT, INC.

Overview

Pinnacle Wealth Management, Inc. is an independent registered investment adviser owned by an individual and active in retail wealth management for individuals and families. The firm offers a mix of fee arrangements — percentage of assets under management, hourly charges and fixed fees — and provides financial planning, portfolio management for individuals and small businesses, pension consulting services and educational seminars and workshops. The firm is not positioned as a capital allocator or an active ESG investor. A clear tilt toward liquid public markets is visible in the firm’s asset mix: exchange-traded equities represent the single largest asset class on the books, accounting for roughly half of the firm’s assets under management. That suggests a core implementation of listed equities and exchange-traded products for client portfolios, supplemented by tailored planning and advisory work for smaller businesses and individual households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices