CRD: 166853
Pinnacle Wealth Management, Inc.
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- Custodian
- Charles Schwab & Company ยท Folio Investments
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-08-2013
- Office Locations
- 2
Office Locations
About Pinnacle Wealth Management, Inc.
Pinnacle Wealth Management is an independent advisory firm focused on helping pre-retirees and retirees build retirement income plans. The team pairs wealth management and investment guidance with annuity and IRA/401(k) rollover planning, tax-efficiency strategies, and estate/legacy coordination (trusts, charitable giving, long-term care and insurance). Notable differentiator: a proprietary cyber and identity protection planning process; custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW SAMUEL PERRI
Chief Compliance Officer, President
- CRD
- #2801727
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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PAUL MATTHEW DAY
--
- CRD
- #6525708
EVE GAISER
Director
- CRD
- #6182172
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $118,144,700 | $165,934 |
| Non-Discretionary | $0 | -- |
| Total | $118,144,700 | $165,934 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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