PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
Legal name: WITHUM WEALTH MANAGEMENT
CRD #158332 SEC #801-72657 RED BANK, NJ 732-450-0147
SEC Registered
Total AUM
$2B
Discretionary
$2B
Employees
12
Clients
11
Accounts
1,799
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $2B | $2B | $0 | 12 | 5 |
| Mar 2025 | $2B | $2B | $0 | 12 | 5 |
| Mar 2025 | $2B | $2B | $0 | 12 | 5 |
| Mar 2024 | $1.6B | $1.6B | $0 | 12 | 5 |
| Nov 2023 | $1.3B | $1.3B | $0 | 13 | 5 |
| Nov 2023 | $1.3B | $1.3B | $0 | 13 | 5 |
| Oct 2023 | $1.3B | $1.3B | $0 | 13 | 5 |
| Mar 2023 | $1.3B | $1.3B | $0 | 13 | 5 |
| Mar 2023 | $1.3B | $1.3B | $0 | 13 | 5 |
| Nov 2022 | $1.2B | $1.2B | $0 | 13 | 8 |
| Mar 2022 | $1.2B | $1.2B | $0 | 13 | 8 |
| Dec 2021 | $683.1M | $683.1M | $0 | 11 | 5 |
| Apr 2021 | $683.1M | $683.1M | $0 | 11 | 5 |
| Mar 2021 | $683.1M | $683.1M | $0 | 11 | 5 |
| Nov 2020 | $579.5M | $579.5M | $0 | 9 | 5 |
| Jun 2020 | $579.5M | $579.5M | $0 | 9 | 5 |
| Jun 2020 | $579.5M | $579.5M | $0 | 9 | 5 |
| Mar 2020 | $579.5M | $579.5M | $0 | 9 | 5 |
| Nov 2019 | $484.6M | $484.6M | $0 | 11 | 5 |
| Mar 2019 | $484.6M | $484.6M | $0 | 11 | 5 |
| May 2018 | $378.6M | $378.6M | $0 | 9 | 4 |
| Mar 2018 | $378.6M | $378.6M | $0 | 9 | 4 |
| Sep 2017 | $284M | $284M | $0 | 6 | 26 |
| Mar 2017 | $284M | $284M | $0 | 6 | 26 |
| Jan 2017 | $255.4M | $255.4M | $0 | 6 | 26 |
| Jan 2017 | $255.4M | $255.4M | $0 | 6 | 26 |
| Oct 2016 | $255.4M | $255.4M | $0 | 6 | 26 |
| Aug 2016 | $255.4M | $255.4M | $0 | 6 | 26 |
| Mar 2016 | $255.4M | $255.4M | $0 | 6 | 26 |
| Oct 2015 | $248M | $248M | $0 | 6 | 26 |
| Mar 2015 | $248M | $248M | $0 | 6 | 26 |
| Sep 2014 | $198M | $198M | $0 | 9 | 26 |
| Mar 2014 | $198M | $198M | $0 | 10 | 26 |
| Feb 2014 | $198M | $198M | $0 | 10 | 26 |
| Feb 2013 | $163M | $163M | $0 | 8 | 26 |
| Nov 2012 | $42M | $42M | $0 | 8 | 11 |
| Feb 2012 | $42M | $42M | $0 | 1 | 11 |
| Dec 2011 | $0 | $0 | $0 | 1 | 0 |
| Aug 2011 | $0 | $0 | $0 | 5 | -- |
DateNov 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients5
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients5
DateMar 2025
Total AUM$2B
Discretionary$2B
Non-Disc.$0
Employees12
Clients5
DateMar 2024
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees12
Clients5
DateNov 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients5
DateNov 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients5
DateOct 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients5
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients5
DateMar 2023
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees13
Clients5
DateNov 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients8
DateMar 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees13
Clients8
DateDec 2021
Total AUM$683.1M
Discretionary$683.1M
Non-Disc.$0
Employees11
Clients5
DateApr 2021
Total AUM$683.1M
Discretionary$683.1M
Non-Disc.$0
Employees11
Clients5
DateMar 2021
Total AUM$683.1M
Discretionary$683.1M
Non-Disc.$0
Employees11
Clients5
DateNov 2020
Total AUM$579.5M
Discretionary$579.5M
Non-Disc.$0
Employees9
Clients5
DateJun 2020
Total AUM$579.5M
Discretionary$579.5M
Non-Disc.$0
Employees9
Clients5
DateJun 2020
Total AUM$579.5M
Discretionary$579.5M
Non-Disc.$0
Employees9
Clients5
DateMar 2020
Total AUM$579.5M
Discretionary$579.5M
Non-Disc.$0
Employees9
Clients5
DateNov 2019
Total AUM$484.6M
Discretionary$484.6M
Non-Disc.$0
Employees11
Clients5
DateMar 2019
Total AUM$484.6M
Discretionary$484.6M
Non-Disc.$0
Employees11
Clients5
DateMay 2018
Total AUM$378.6M
Discretionary$378.6M
Non-Disc.$0
Employees9
Clients4
DateMar 2018
Total AUM$378.6M
Discretionary$378.6M
Non-Disc.$0
Employees9
Clients4
DateSep 2017
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees6
Clients26
DateMar 2017
Total AUM$284M
Discretionary$284M
Non-Disc.$0
Employees6
Clients26
DateJan 2017
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees6
Clients26
DateJan 2017
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees6
Clients26
DateOct 2016
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees6
Clients26
DateAug 2016
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees6
Clients26
DateMar 2016
Total AUM$255.4M
Discretionary$255.4M
Non-Disc.$0
Employees6
Clients26
DateOct 2015
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees6
Clients26
DateMar 2015
Total AUM$248M
Discretionary$248M
Non-Disc.$0
Employees6
Clients26
DateSep 2014
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees9
Clients26
DateMar 2014
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees10
Clients26
DateFeb 2014
Total AUM$198M
Discretionary$198M
Non-Disc.$0
Employees10
Clients26
DateFeb 2013
Total AUM$163M
Discretionary$163M
Non-Disc.$0
Employees8
Clients26
DateNov 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees8
Clients11
DateFeb 2012
Total AUM$42M
Discretionary$42M
Non-Disc.$0
Employees1
Clients11
DateDec 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateAug 2011
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--