PINNACLE PEAK WEALTH MANAGEMENT

Overview

Pinnacle Peak Wealth Management is an independent registered investment adviser operating as a limited liability company focused on individuals and families. The firm offers fee-based financial planning and discretionary portfolio management for individuals and small businesses. Its investment approach leans on third‑party pooled vehicles rather than concentrated single-stock exposure: mutual funds and other public fund wrappers form the core of client portfolios, while the firm supplements core allocations with alternative managers in hedge funds and real estate. Pinnacle Peak charges a percentage-of-AUM advisory fee and does not position itself as a capital allocator or active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices