PINNACLE WEALTH MANAGEMENT, LLC

Overview

Pinnacle Wealth Management, LLC operates as an independent registered investment adviser organized as an LLC that serves individual and family clients. The firm positions itself as a capital allocator and provides a mix of financial planning and discretionary portfolio management, including services for individuals, small businesses and institutional/business clients. Its advisory scope also includes selection of other advisers, which suggests a willingness to build multi-manager solutions rather than relying solely on in‑house strategies. Investment activity is weighted toward pooled public vehicles: the firm's largest single exposure is to public funds and mutual funds. Pinnacle is not identified as an active ESG investor. Fee arrangements are flexible and include percentage‑of‑AUM billing plus hourly and other fee structures, reflecting service models that accommodate both traditional wealth management relationships and project‑oriented planning engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices