SEC Form ADV

PINNACLE WEALTH ADVISORS

Registered Investment AdviserOR
$549.7M
Assets Under Management
2,956
Total Clients
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Registration Details

Accession
CRD-117517
Location
CLACKAMAS, OR
Filing Date
March 31, 2026
AUM
$549.7M
Total Clients
2,956
Amendment
No

About this Adviser

PINNACLE WEALTH ADVISORS is a registered investment adviser headquartered in CLACKAMAS, OR, managing approximately $549.7M in assets across 2,956 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.