SEC Form ADV

PINNACLE WEALTH ADVISORS

Registered Investment AdviserOR
$549.7M
Assets Under Management
5
Total Clients
21
Employees
Get LP Contact Details

Registration Details

Accession
crd-117517
Location
CLACKAMAS, OR
Filing Date
June 12, 2026
AUM
$549.7M
Total Clients
5
Institutional Clients
22
Employees
21
Amendment
No

Client Types

IndividualsHNW IndividualsPooled Investment VehiclesPension PlansCharitable Organizations

About this Adviser

PINNACLE WEALTH ADVISORS is a registered investment adviser headquartered in CLACKAMAS, OR, managing approximately $549.7M in assets across 5 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.