Pinnacle Wealth Management, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Brighton, MI. Its latest Form ADV filing, dated March 16, 2026, reports $118M in regulatory assets under management, 4 employees, and 712 accounts.
Assets Under Management
$118M
Employees
4
Offices
--
Total Clients
271
Primary office
BRIGHTON, MI
7600 GRAND RIVER, SUITE 220, BRIGHTON, MI, United States
Top client segmentIndividuals represent 74.2% of total clients.
Top client categories% of clientsClients
1
Individuals
74.2%
201
2
HNWI
25.8%
70
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$118Mas of March 16, 2026
Discretionary100.0%
$118M
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$118M
Total Accounts712
10Y AUM Change$-2M (-1.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee68:1
10Y Employee Change-2 (-33.3%)
* 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.