PINNACLE WEALTH MANAGEMENT, LLC
CRD #315578 SEC #801-122002 ROSEVILLE, CA 916-772-0807
SEC Registered
Total AUM
$181.7M
Discretionary
$181.7M
Employees
4
Clients
0
Accounts
728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $181.7M | $181.7M | $0 | 4 | 0 |
| Jan 2025 | $181.7M | $181.7M | $0 | 4 | 0 |
| Mar 2024 | $159.1M | $159.1M | $0 | 4 | 0 |
| Mar 2024 | $159.1M | $159.1M | $0 | 4 | 0 |
| Feb 2023 | $141.8M | $141.8M | $0 | 4 | 0 |
| Mar 2022 | $159.2M | $159.2M | $0 | 4 | 0 |
| Sep 2021 | $153.1M | $153.1M | $0 | 6 | 0 |
| Aug 2021 | $0 | $0 | $0 | 6 | 0 |
| Jul 2021 | $0 | $0 | $0 | 6 | 0 |
| Jul 2021 | $0 | $0 | $0 | 6 | 0 |
DateFeb 2025
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees4
Clients0
DateJan 2025
Total AUM$181.7M
Discretionary$181.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees4
Clients0
DateMar 2024
Total AUM$159.1M
Discretionary$159.1M
Non-Disc.$0
Employees4
Clients0
DateFeb 2023
Total AUM$141.8M
Discretionary$141.8M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$159.2M
Discretionary$159.2M
Non-Disc.$0
Employees4
Clients0
DateSep 2021
Total AUM$153.1M
Discretionary$153.1M
Non-Disc.$0
Employees6
Clients0
DateAug 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0
DateJul 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees6
Clients0