CRD: 315578
Pinnacle Wealth Management, LLC
$211.1M Total AUM
$211.1M Disc. AUM
14.6% 3Y CAGR
5 Employees
458 ADV. Clients
4 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-30-2021
- Office Locations
- 3
Office Locations
-- Carmichael CA
-- Denver CO
-- Driggs ID
About Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC is a boutique RIA providing active investment management for retail clients. The firm blends fundamental security selection with technical analysis to adjust portfolios as market conditions change, with a stated focus on protecting and growing assets and managing risk proactively. Platforms include Charles Schwab.
Team overview
55 AVG AGE
$70.4M AVG AUM / ADVISOR
$460.9K AVG AUM / CLIENT
3.9 yrs AVG TENURE
5 Employees
3 Advisory Reps
3 RIA Reps
4yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
KENYON LLOYD LEDERER
Managing Partner, Wealth Advisor
- CRD
- #2275241
- Ownership
- Less than 5%
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
Chase Kenyon Lederer
Investment Advisor Representative
- CRD
- #7520366
Available
Available
Available
JACK RICHARD ZBORALSKE
--
- CRD
- #5256952
Available
Available
Available
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $211,075,762 | $275,197 |
| Non-Discretionary | $0 | -- |
| Total | $211,075,762 | $275,197 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| 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 |
Continue browsing