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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-25-2019
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 23 clients, or 23 clients per representative. That equates to $1.4M in reported AUM per client.
The profile lists 1 reported office location and 6 years in operation. The source data was last updated on January 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
ROGER STAN BRACKEN
Chief Compliance Officer, Managing Member, President, Wealth Advisor
- CRD
- #2792554
- Ownership
- 75% or more
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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
SMA allocation detail is available
Pinnacle Peak Wealth Management has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.