CRD: 155652
Pinnacle Strategic Wealth Management, Llc.
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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
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%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $146,485,000 | $292,385 |
| Non-Discretionary | $0 | -- |
| Total | $146,485,000 | $292,385 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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