Pinnacle Wealth Management Group, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Plymouth, MI. Its latest Form ADV filing, dated March 26, 2026, reports $244M in regulatory assets under management, 4 employees, and 618 accounts.
Assets Under Management
$244M
Employees
4
Offices
--
Total Clients
209
Primary office
PLYMOUTH, MI
849 PENNIMAN SUITE 201, PLYMOUTH, MI, 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 segmentIndividuals represent 59.3% of total clients.
Top client categories% of clientsClients
1
Individuals
59.3%
124
2
HNWI
37.8%
79
3
Pension Plans
1.9%
4
4
Corporations
1.0%
2
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$244Mas of March 26, 2026
Discretionary99.9%
$243M
100% of total RAUM99.9%
Non-discretionary0.1%
$231K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$244M
Total Accounts618
10Y AUM Change+$119M (+95.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee52:1
10Y Employee Change+2 (+100.0%)
* 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.