PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
Legal name: PINNACLE WEALTH MANAGEMENT, INC.
CRD #166853 SEC #801-125967 BRIGHTON, MI 810-220-6322
SEC Registered
Total AUM
$122M
Discretionary
$122M
Employees
6
Clients
251
Accounts
341
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $122M | $122M | $0 | 6 | 0 |
| Mar 2024 | $131.5M | $131.5M | $0 | 8 | 0 |
| Oct 2023 | $112.7M | $112.7M | $0 | 5 | 0 |
| Mar 2023 | $112.7M | $112.7M | $0 | 5 | 0 |
| May 2022 | $120.3M | $101.5M | $18.8M | 6 | 0 |
DateMar 2025
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees6
Clients0
DateMar 2024
Total AUM$131.5M
Discretionary$131.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2023
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2023
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees5
Clients0
DateMay 2022
Total AUM$120.3M
Discretionary$101.5M
Non-Disc.$18.8M
Employees6
Clients0