PPrivate Fund Data Log in Join · $37/mo

Pinnacle Strategic Wealth Management, LLC.

● SEC registered since 2025CRD 155652SEC# 801-131686King of Prussia, PA
Export (members)
Reg. AUM
$122.2M
Employees
2
Accounts
728
Location
King of Prussia, PA

Pinnacle Strategic Wealth Management, LLC. assets under management

Pinnacle Strategic Wealth Management, LLC. is an SEC-registered investment adviser based in King of Prussia, PA. The firm has been registered since 2025. It reports $122.2 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Pinnacle Strategic Wealth Management, LLC. owners & executives

6 reported
NameTitleOwnershipSince
Michael a Schimek Financial Planning, Inc ControlOwner50-75%2010
Michael Anthony Pierson Schimek ControlPartner, CcoUnder 5%2010
Thomas Marchozzi ControlPartnerUnder 5%2010
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Pinnacle Strategic Wealth Management, LLC. manage?

Pinnacle Strategic Wealth Management, LLC. reports $122.2 million in regulatory assets under management on its Form ADV.

How many employees does Pinnacle Strategic Wealth Management, LLC. have?

Pinnacle Strategic Wealth Management, LLC. reports 2 employees.

Where is Pinnacle Strategic Wealth Management, LLC. located?

Pinnacle Strategic Wealth Management, LLC. is based in King of Prussia, PA and has been SEC-registered since 2025.

Does Pinnacle Strategic Wealth Management, LLC. disclose fund performance?

Pinnacle Strategic Wealth Management, LLC. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address630 Freedom Business Center, Third Floor, King of Prussia, PA 19406
Phone267-221-6305
Fax484-624-3999
Office hoursBy Appointment
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$122.2M
Non-discretionary$0
Total (RAUM)$122.2M