PINNACLE WEALTH MANAGEMENT, LLC

Overview

Pinnacle Wealth Management, LLC is a fee-based advisory firm focused on serving individual and family clients with financial planning and discretionary portfolio management. The firm offers a mix of billing arrangements — percentage of AUM, hourly fees, and fixed fees — and performs selection of other advisers as part of its client solutions, indicating regular use of third-party managers and model overlays. While not an active ESG investor and not registered as a multi-state adviser, the firm functions as a capital allocator, combining core public-market exposure with allocations to less liquid alternatives. Pinnacle maintains industry ties to broker-dealers and insurance companies, which supports a broader product menu and distribution options for clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices