← Tributary

PINNACLE WEALTH MANAGEMENT, LLC

ROSEVILLE, CA · CRD 315578 · IAPD ↗ · pinnacle-mgmt.com · 916-772-0807

$211.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
0Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
October 2026 — PINNACLE WEALTH MANAGEMENT, LLC (ROSEVILLE, CA) left the SEC roster (was $211.1M RAUM, 3 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
March 2026 — PINNACLE WEALTH MANAGEMENT, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
March 2025 — PINNACLE WEALTH MANAGEMENT, LLC notice-filed in ID.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2025 — PINNACLE WEALTH MANAGEMENT, LLC added office(s): 1 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
42
April 2024 — PINNACLE WEALTH MANAGEMENT, LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
April 2024 — PINNACLE WEALTH MANAGEMENT, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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