Pinnacle Wealth Management, LLC
Firm details
- Headquarters
- Roseville, California
- CRD number
- 315578
- Registered since
- July 30, 2021
- Website
- www.pinnacle-mgmt.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals52.39%
- HNWI47.61%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Pinnacle Wealth Management, LLC is a fee-based registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm identifies as a capital allocator serving individual and family clients, providing comprehensive financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers when appropriate. Its billing models include a percentage of assets under management, hourly charges and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds63%
- Exchange Traded Equities34%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Jack Zboralske
CEOCRD 5256952
Contacts
2 of 2
Chase Lederer
Investment Advisor RepresentativeCRD 7520366
Kenyon Lederer
Managing Partner and Wealth AdvisorCRD 2275241
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 22Active vs passive
$176M in ETFs
26%
$44.9M
34%
$131M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF (GRNY) | Fundstrat Capital | $19.8M | 715,360 | 11.23% |
Location
Roseville, CA
Placer
Location
Roseville, CA
Headquartered in Roseville, CA, anchoring the Sacramento-Roseville, CA metro in the West.
- Metro area
- Sacramento-Roseville, CA
- Region
- West
- County
- Placer
- Address
- 2999 Douglas Blvd
- Time zone
- PT (UTC-8)
- Office locations
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