| Name | Title | Ownership | Since |
|---|---|---|---|
| Kenyon Lloyd Lederer Control | President, Chief Investment Officer & Chief Compliance Officer | Under 5% | 2021 |
| Pinnacle Asset Management, Inc. Control | Owner | 50-75% | 2021 |
| Zboralske Investment Management, Inc. Control | Owner | 50-75% | 2021 |
Pinnacle Wealth Management, LLC reports $181.7 million in regulatory assets under management on its Form ADV.
Pinnacle Wealth Management, LLC reports 4 employees.
Pinnacle Wealth Management, LLC is based in Roseville, CA and has been SEC-registered since 2021.
Pinnacle Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2999 Douglas Blvd, Suite 180, Roseville, CA 95661 |
| Phone | 916-772-0807 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $181.7M |
| Non-discretionary | $0 |
| Total (RAUM) | $181.7M |