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PINNACLE PENSION CONSULTANTS LLC

NEEDHAM, MA · CRD 133442 · IAPD ↗ · pinnaclepensionconsultants.com · 857-302-4105

$2.17BRegulatory AUM
3Advisory reps
3Employees
6Clients
n/aPlanning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

68
April 2026 — PINNACLE PENSION CONSULTANTS LLC reported RAUM up 43% ($1.52B -> $2.17B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.