PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
CRD #155652 SEC #801-131686 KING OF PRUSSIA, PA 267-221-6305
SEC Registered
Total AUM
$122.2M
Discretionary
$122.2M
Employees
2
Clients
51
Accounts
728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $122.2M | $122.2M | $0 | 2 | 0 |
| Feb 2025 | $122.2M | $122.2M | $0 | 2 | 0 |
| Jan 2025 | $122.2M | $122.2M | $0 | 2 | 0 |
| Jan 2025 | $122.2M | $122.2M | $0 | 2 | 0 |
| Nov 2024 | $122.2M | $122.2M | $0 | 2 | 665 |
DateMay 2025
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees2
Clients0
DateFeb 2025
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees2
Clients0
DateJan 2025
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees2
Clients0
DateNov 2024
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees2
Clients665