RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Feb 21, 2025
Branch Offices
3

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERNA Control
LEDERER, KENYON, LLOYDIPRESIDENT, CHIEF INVESTMENT OFFICER & CHIEF COMPLIANCE OFFICERNA Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
PINNACLE ASSET MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control
ZBORALSKE INVESTMENT MANAGEMENT, INC.DEOWNERD Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
LEDERER, KENYON, LLOYDIPINNACLE ASSET MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control
ZBORALSKE, JACK, RICHARDIZBORALSKE INVESTMENT MANAGEMENT, INC.E Control

Registrations

Federal

IA
Feb 21, 2025 REGISTERED

Notice Filings (9)

AZ CA CO ID NH NV OR TX WA

Address

2999 DOUGLAS BLVD
SUITE 180
ROSEVILLE, CA 95661
United States
Phone: 916-772-0807