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Pinnacle Peak Wealth Management

Pinnacle Peak Wealth Management. CRD 305316

Pinnacle Peak Wealth Management logo

CRD: 305316

Pinnacle Peak Wealth Management

Scottsdale, AZ, 85255
6025103833
peak-wealth.com
$31.2M Total AUM
$31.2M Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
6 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท TD Ameritrade
Clients
Retail
Platforms
--
Established Date
09-25-2019
Office Locations
1

Office Locations

20715 N. Pima Road Suite 108 Scottsdale AZ

About Pinnacle Peak Wealth Management

Pinnacle Peak Wealth Management is a Scottsdale, AZ retail RIA led by wealth advisor/CCO Roger Stan Bracken. The firm provides financial planning and portfolio management with tax, estate, insurance, charitable giving and business-succession support, with a focus on entrepreneurs. Investment approach emphasizes active asset allocation using ETFs, mutual funds and fixed income; custody includes Charles Schwab.

Team overview

-- AVG AGE
$31.2M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
6.7 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
6yrs Firm Age

Insights

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Asset Classes

Beacon prime Peak Quantum focus

Client Personas

Vertex

Investment Themes

Timber value Matrix Optima wave

Investment Vehicles

Atlas crest

Services

Atlas unison Harbor Peak Oak Meridian Zenith North Value

Owner & Executives

R

ROGER STAN BRACKEN

Chief Compliance Officer, Managing Member, President, Wealth Advisor

CRD
#2792554
Ownership
75% or more
(364) 670-4858
peak.prime@valuecapital.com
in linkedin.com/in/capital-ridge

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

No AUM history available

Category Assets AVG. Account size
Discretionary $31,229,517 --
Non-Discretionary $0 --
Total $31,229,517 --

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Separately Managed Accounts

Total SMA Asset: $31,229,517

$31.2M Total SMA
Public Funds:
22.4%
Equity - Exchange:
8.6%
U.S. Government/Agency:
20.4%
Cash:
16.3%
Corporate - Non-Investment Grade:
11.8%
Corporate - Investment Grade:
20.5%
Asset class Assets Assets %
Public Funds $371,193,916 22.4%
Equity - Exchange $142,511,950 8.6%
U.S. Government/Agency $338,051,602 20.4%
Cash $270,109,858 16.3%
Corporate - Non-Investment Grade $195,539,652 11.8%
Corporate - Investment Grade $339,708,717 20.5%
Total $1,657,115,695 100.0%

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