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PINNACLE WEALTH MANAGEMENT, INC.

BRIGHTON, MI · CRD 166853 · IAPD ↗ · pinnaclewealthonline.com · 810-220-6322

$118.1MRegulatory AUM
4Advisory reps
4Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
April 2025 — PINNACLE WEALTH MANAGEMENT, INC. shrank from 5 to 3 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation

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