CRD: 155652
Pinnacle Strategic Wealth Management, Llc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- --
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 02-24-2011
- Office Locations
- 1
Office Locations
About Pinnacle Strategic Wealth Management, Llc.
Pinnacle Strategic Wealth Management is a Pennsylvania-based RIA focused on individuals, couples, and families preparing for and living in retirement. The team provides holistic retirement, income, tax, long-term care, and Medicare planning alongside ongoing portfolio management using diversified public funds, ETFs, and fixed income. Its New Generation Retirement® process emphasizes fiduciary guidance, transparency, and technology, including a 24/7 “Generational Vault” document portal.
Reported data analysis
What the numbers show
Between May 28, 2025 and January 5, 2026, reported AUM increased 19.9%, from $122.2M to $146.5M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 501 clients, or 250.5 clients per representative. That equates to $292.4K in reported AUM per client.
The profile lists 1 reported office location and 15 years in operation. The source data was last updated on January 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Pinnacle Strategic Wealth Management, Llc.'s detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Pinnacle Strategic Wealth Management, Llc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
THOMAS MARCHOZZI
Chief Financial Officer, Executive Vice President, PARTNER
- CRD
- #4933227
- Ownership
- Less than 5%
MICHAEL ANTHONY PIERSON SCHIMEK
Chief Compliance Officer, PARTNER
- CRD
- #4622472
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,485,000 | $292,385 |
| Non-Discretionary | $0 | -- |
| Total | $146,485,000 | $292,385 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Pinnacle Strategic Wealth Management, Llc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
Continue browsing