ROSEVILLE, CACRD 315578Latest ADV February 6, 2026
Pinnacle Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roseville, CA. Its latest Form ADV filing, dated February 6, 2026, reports $211M in regulatory assets under management, 5 employees, 4 offices, and 767 accounts.
Assets Under Management
$211M
Employees
5
Offices
4 offices
Total Clients
458
Primary office
ROSEVILLE, CA
2999 DOUGLAS BLVD, SUITE 180, ROSEVILLE, CA, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.5% of total clients.
Top client categories% of clientsClients
1
Individuals
86.5%
396
2
HNWI
13.5%
62
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$211Mas of February 6, 2026
Discretionary100.0%
$211M
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$211M
Total Accounts767
10Y AUM Change+$58M (+37.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee92:1
10Y Employee Change-1 (-16.7%)
* 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.