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PINNACLE WEALTH MANAGEMENT GROUP, INC.

PLYMOUTH, MI · CRD 281935 · IAPD ↗ · pwmgi.com · 734-667-5581

$243.7MRegulatory AUM
4Advisory reps
4Employees
0Clients
0Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

67
April 2026 — PINNACLE WEALTH MANAGEMENT GROUP, INC. grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
42
December 2025 — PINNACLE WEALTH MANAGEMENT GROUP, INC. notice-filed in TX.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
60
April 2025 — PINNACLE WEALTH MANAGEMENT GROUP, INC. reported RAUM up 30% ($164.0M -> $212.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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