Pinnacle Wealth Advisors, LLC
● SEC registered since 2019CRD 117517SEC# 801-116763Clackamas, OR
Reg. AUM
$549.7M
Employees
21
Accounts
2,956
Location
Clackamas, OR
Pinnacle Wealth Advisors, LLC assets under management
Pinnacle Wealth Advisors, LLC is an investment advisory firm registered with the SEC based in Clackamas, OR. The firm has been registered since 2019. It reports $549.7 million in regulatory assets under management and employs 21 people.
Pinnacle Wealth Advisors, LLC owners & executives
11 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Aaron Jacob Christopherson Control | President | Under 5% | 2019 |
| Adam Gladstone Control | Chief Compliance Officer | Under 5% | 2026 |
| Brian Andrew Timm Control | Principal | Under 5% | 2023 |
See all 11 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Wealth Advisors, LLC manage?
Pinnacle Wealth Advisors, LLC reports $549.7 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Wealth Advisors, LLC have?
Pinnacle Wealth Advisors, LLC reports 21 employees.
Where is Pinnacle Wealth Advisors, LLC located?
Pinnacle Wealth Advisors, LLC is based in Clackamas, OR and has been SEC-registered since 2019.
Does Pinnacle Wealth Advisors, LLC disclose fund performance?
Pinnacle Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 9200 SE Sunnybrook Boulevard, Suite 170, Clackamas, OR 97015 |
| Phone | 503-654-5100 |
| Fax | 503-654-5105 |
| Office hours | 8:30 - 4:30 |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$549.7M▲ 172%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 46%
Larger than 54% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$549.7Mregulatory AUM
Discretionary $513.5MNon-discretionary $36.2M