KING OF PRUSSIA, PACRD 155652Latest ADV January 5, 2026
Pinnacle Strategic Wealth Management, LLC. is an SEC registered investment adviser organized as a limited liability company with a primary office location in King Of Prussia, PA. Its latest Form ADV filing, dated January 5, 2026, reports $146M in regulatory assets under management, 2 employees, 1 office, and 501 accounts.
Assets Under Management
$146M
Employees
2
Offices
1 office
Total Clients
501
Primary office
KING OF PRUSSIA, PA
630 FREEDOM BUSINESS CENTER, THIRD FLOOR, KING OF PRUSSIA, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
501
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$146Mas of January 5, 2026
Discretionary100.0%
$146M
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.
Total AUM$146M
Total Accounts501
10Y AUM Change+$24M (+19.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee251:1
10Y Employee Change0 (0.0%)
* 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.