RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Pennsylvania
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
May 28, 2025
Branch Offices
1

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
MARCHOZZI, THOMASIPARTNERNA Control
MARCHOZZI, THOMASIPARTNERNA Control
MARCHOZZI, THOMASIPARTNERNA Control
MARCHOZZI, THOMASIPARTNERNA Control
SCHIMEK, MICHAEL, ANTHONY PIERSONIPARTNER, CCONA Control
SCHIMEK, MICHAEL, ANTHONY PIERSONIPARTNER, CCONA Control
SCHIMEK, MICHAEL, ANTHONY PIERSONIPARTNER, CCONA Control
SCHIMEK, MICHAEL, ANTHONY PIERSONIPARTNER, CCONA Control
MICHAEL A SCHIMEK FINANCIAL PLANNING, INCDEOWNERE Control
THOMAS MARCHOZZI FINANCIAL PLANNING, INCDEOWNERE Control
MARCHOZZI, THOMASIPARTNERD Control
MARCHOZZI, THOMAS, NMNIPARTNERD Control
MICHAEL A SCHIMEK FINANCIAL PLANNING, INCDEOWNERD Control
MICHAEL A SCHIMEK FINANCIAL PLANNING, INCDEOWNERD Control
MICHAEL A SCHIMEK FINANCIAL PLANNING, INCDEOWNERD Control
MICHAEL A SCHIMEK FINANCIAL PLANNING, INCDEOWNERD Control
SCHIMEK, MICHAEL, ANTHONY PEARSONIPARTNER, CCOD Control
SCHIMEK, MICHAEL, ANTHONY PIERSONIPARTNER, CCOD Control
THOMAS MARCHOZZI FINANCIAL PLANNING, INCDEOWNERD Control
THOMAS MARCHOZZI FINANCIAL PLANNING, INCDEOWNERD Control
THOMAS MARCHOZZI FINANCIAL PLANNING, INCDEOWNERD Control
THOMAS MARCHOZZI FINANCIAL PLANNING, INCDEOWNERD Control

Registrations

Federal

IA
May 28, 2025 REGISTERED

Notice Filings (1)

PA

Address

630 FREEDOM BUSINESS CENTER
THIRD FLOOR
KING OF PRUSSIA, PA 19406
United States
Phone: 267-221-6305