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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-01-1991
- Office Locations
- 1
Office Locations
About Pinnacle West Asset Management INC
Pinnacle West Asset Management INC is a Casper-based RIA. The firm has been operating for 34 years. Managing $245.9M in total assets under management, with 3 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between March 22, 2025 and April 1, 2026, reported AUM increased 7.1%, from $229.5M to $245.9M.
Across 5 reported observations, AUM increased 62.8% between November 30, 2022 and April 1, 2026, from $151.0M to $245.9M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 3 advisory representatives and 98 clients, or 32.7 clients per representative. That equates to $2.5M in reported AUM per client.
The profile lists 1 reported office location and 34 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
TOM R CREAGER
Director of Finance, President
- CRD
- #4353051
- Ownership
- 50% but less than 75%
ROGER W. WESNITZER
Owner, Portfolio Manager
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $245,878,047 | $1,087,956 |
| Non-Discretionary | $0 | -- |
| Total | $245,878,047 | $1,087,956 |
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Separately Managed Accounts
SMA allocation detail is available
Pinnacle West Asset Management INC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pinnacle West Asset Management INC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.