PINNACLE WEALTH ADVISORS, LLC
Legal name: PINNACLE WEALTH ADVISORS
CRD #117517 SEC #801-116763 CLACKAMAS, OR 503-654-5100
SEC Registered
Total AUM
$461.4M
Discretionary
$404.8M
Employees
14
Clients
1
Accounts
2,644
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $461.4M | $404.8M | $56.7M | 14 | 5 |
| Oct 2025 | $461.4M | $404.8M | $56.7M | 14 | 5 |
| Apr 2025 | $461.4M | $404.8M | $56.7M | 14 | 5 |
| Mar 2025 | $461.4M | $404.8M | $56.7M | 14 | 5 |
| Jan 2025 | $202.1M | $156.5M | $45.6M | 7 | 4 |
| Apr 2024 | $202.1M | $156.5M | $45.6M | 7 | 4 |
| Mar 2024 | $202.1M | $156.5M | $45.6M | 7 | 4 |
| Jan 2024 | $180.3M | $146.4M | $33.9M | 5 | 8 |
| Dec 2023 | $180.3M | $146.4M | $33.9M | 5 | 8 |
| Aug 2023 | $180.3M | $146.4M | $33.9M | 5 | 8 |
| Mar 2023 | $180.3M | $146.4M | $33.9M | 6 | 8 |
| Mar 2022 | $183.4M | $148.1M | $35.3M | 4 | 8 |
| Mar 2021 | $161.3M | $156.5M | $4.8M | 6 | 301 |
| Sep 2020 | $134.7M | $112.9M | $21.7M | 6 | 0 |
| Aug 2020 | $134.7M | $112.9M | $21.7M | 6 | 0 |
| Jul 2020 | $134.7M | $112.9M | $21.7M | 6 | 0 |
| Jun 2020 | $134.7M | $112.9M | $21.7M | 6 | 0 |
| Mar 2020 | $134.7M | $112.9M | $21.7M | 6 | 0 |
| Jan 2020 | $111.6M | $95.7M | $15.9M | 5 | 3 |
| Nov 2019 | $111.6M | $95.7M | $15.9M | 5 | 3 |
| Jun 2019 | $111.6M | $95.7M | $15.9M | 5 | 3 |
| May 2019 | $111.6M | $95.7M | $15.9M | 5 | 3 |
| Mar 2019 | $111.6M | $95.7M | $15.9M | 5 | 3 |
| May 2018 | $103.5M | $93.6M | $9.8M | 6 | 1 |
| Apr 2018 | $103.5M | $93.6M | $9.8M | 6 | 1 |
| Jul 2012 | $36M | $36M | $0 | 1 | 11 |
| Jun 2012 | $36M | $36M | $0 | 1 | 11 |
| Mar 2012 | $36M | $36M | $0 | 1 | 11 |
| Mar 2012 | $37.8M | $37.8M | $0 | 1 | 11 |
| Apr 2011 | $34.5M | $34.5M | $0 | 5 | -- |
| Apr 2010 | $34.3M | $34.3M | $0 | 5 | -- |
| Dec 2007 | $30.3M | $30.3M | $0 | 5 | -- |
| Sep 2007 | $30.3M | $30.3M | $0 | 5 | -- |
DateDec 2025
Total AUM$461.4M
Discretionary$404.8M
Non-Disc.$56.7M
Employees14
Clients5
DateOct 2025
Total AUM$461.4M
Discretionary$404.8M
Non-Disc.$56.7M
Employees14
Clients5
DateApr 2025
Total AUM$461.4M
Discretionary$404.8M
Non-Disc.$56.7M
Employees14
Clients5
DateMar 2025
Total AUM$461.4M
Discretionary$404.8M
Non-Disc.$56.7M
Employees14
Clients5
DateJan 2025
Total AUM$202.1M
Discretionary$156.5M
Non-Disc.$45.6M
Employees7
Clients4
DateApr 2024
Total AUM$202.1M
Discretionary$156.5M
Non-Disc.$45.6M
Employees7
Clients4
DateMar 2024
Total AUM$202.1M
Discretionary$156.5M
Non-Disc.$45.6M
Employees7
Clients4
DateJan 2024
Total AUM$180.3M
Discretionary$146.4M
Non-Disc.$33.9M
Employees5
Clients8
DateDec 2023
Total AUM$180.3M
Discretionary$146.4M
Non-Disc.$33.9M
Employees5
Clients8
DateAug 2023
Total AUM$180.3M
Discretionary$146.4M
Non-Disc.$33.9M
Employees5
Clients8
DateMar 2023
Total AUM$180.3M
Discretionary$146.4M
Non-Disc.$33.9M
Employees6
Clients8
DateMar 2022
Total AUM$183.4M
Discretionary$148.1M
Non-Disc.$35.3M
Employees4
Clients8
DateMar 2021
Total AUM$161.3M
Discretionary$156.5M
Non-Disc.$4.8M
Employees6
Clients301
DateSep 2020
Total AUM$134.7M
Discretionary$112.9M
Non-Disc.$21.7M
Employees6
Clients0
DateAug 2020
Total AUM$134.7M
Discretionary$112.9M
Non-Disc.$21.7M
Employees6
Clients0
DateJul 2020
Total AUM$134.7M
Discretionary$112.9M
Non-Disc.$21.7M
Employees6
Clients0
DateJun 2020
Total AUM$134.7M
Discretionary$112.9M
Non-Disc.$21.7M
Employees6
Clients0
DateMar 2020
Total AUM$134.7M
Discretionary$112.9M
Non-Disc.$21.7M
Employees6
Clients0
DateJan 2020
Total AUM$111.6M
Discretionary$95.7M
Non-Disc.$15.9M
Employees5
Clients3
DateNov 2019
Total AUM$111.6M
Discretionary$95.7M
Non-Disc.$15.9M
Employees5
Clients3
DateJun 2019
Total AUM$111.6M
Discretionary$95.7M
Non-Disc.$15.9M
Employees5
Clients3
DateMay 2019
Total AUM$111.6M
Discretionary$95.7M
Non-Disc.$15.9M
Employees5
Clients3
DateMar 2019
Total AUM$111.6M
Discretionary$95.7M
Non-Disc.$15.9M
Employees5
Clients3
DateMay 2018
Total AUM$103.5M
Discretionary$93.6M
Non-Disc.$9.8M
Employees6
Clients1
DateApr 2018
Total AUM$103.5M
Discretionary$93.6M
Non-Disc.$9.8M
Employees6
Clients1
DateJul 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees1
Clients11
DateJun 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$36M
Discretionary$36M
Non-Disc.$0
Employees1
Clients11
DateMar 2012
Total AUM$37.8M
Discretionary$37.8M
Non-Disc.$0
Employees1
Clients11
DateApr 2011
Total AUM$34.5M
Discretionary$34.5M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$34.3M
Discretionary$34.3M
Non-Disc.$0
Employees5
Clients--
DateDec 2007
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--
DateSep 2007
Total AUM$30.3M
Discretionary$30.3M
Non-Disc.$0
Employees5
Clients--