Pinnacle Strategic Wealth Management, LLC.
● SEC registered since 2025CRD 155652SEC# 801-131686King of Prussia, PA
Reg. AUM
$146.5M
Employees
2
Accounts
501
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 $146.5 million in regulatory assets under management and employs 2 people.
Pinnacle Strategic Wealth Management, LLC. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Michael a Schimek Financial Planning, Inc Control | Owner | 50-75% | 2010 |
| Michael Anthony Pierson Schimek Control | Partner, Cco | Under 5% | 2010 |
| Thomas Marchozzi Control | Partner | Under 5% | 2010 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Strategic Wealth Management, LLC. manage?
Pinnacle Strategic Wealth Management, LLC. reports $146.5 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
| Address | 630 Freedom Business Center, Third Floor, King of Prussia, PA 19406 |
| Phone | 267-221-6305 |
| Fax | 484-624-3999 |
| Office hours | By Appointment |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$146.5M▲ 20%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$146.5Mregulatory AUM
Discretionary $146.5M