Pinnacle West Asset Management Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Casper, WY. Its latest Form ADV filing, dated April 1, 2026, reports $246M in regulatory assets under management, 3 employees, and 226 accounts.
Assets Under Management
$246M
Employees
3
Offices
--
Total Clients
98
Primary office
CASPER, WY
152 N. DURBIN STREET, SUITE 400, CASPER, WY, United States
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 46.9% of total clients.
Top client categories% of clientsClients
1
HNWI
46.9%
46
2
Individuals
39.8%
39
3
Corporations
9.2%
9
4
Charitable
3.1%
3
5
Pension Plans
1.0%
1
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$246Mas of April 1, 2026
Discretionary100.0%
$246M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$246M
Total Accounts226
10Y AUM Change+$171M (+228.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee33:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.