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PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

KING OF PRUSSIA, PA · CRD 155652 · IAPD ↗ · pswmadvisors.com · 610-574-8632

$146.5MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
February 2025 — PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. (KING OF PRUSSIA, PA) is newly SEC-registered with $122.2M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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