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PINNACLE FAMILY ADVISORS, LLC

SPRINGFIELD, MO · CRD 145628 · IAPD ↗ · 417-886-6590

$371.7MRegulatory AUM
8Advisory reps
13Employees
2Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2025 — PINNACLE FAMILY ADVISORS, LLC reported RAUM up 25% ($272.1M -> $341.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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