Pinnacle Wealth Management Group, Inc.
● SEC registered since 2018CRD 281935SEC# 801-113407Plymouth, MI
Reg. AUM
$243.7M
Employees
4
Accounts
618
Location
Plymouth, MI
Pinnacle Wealth Management Group, Inc. assets under management
Pinnacle Wealth Management Group, Inc. is a registered investment adviser overseen by the SEC based in Plymouth, MI. The firm has been registered since 2018. It reports $243.7 million in regulatory assets under management and employs 4 people.
Pinnacle Wealth Management Group, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Anthony Cesta Control | Shareholder/Cco | Over 75% | 2015 |
| Eddison Charles Millington Control | Owner | 25-50% | 2018 |
Frequently asked questions
How much does Pinnacle Wealth Management Group, Inc. manage?
Pinnacle Wealth Management Group, Inc. reports $243.7 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Wealth Management Group, Inc. have?
Pinnacle Wealth Management Group, Inc. reports 4 employees.
Where is Pinnacle Wealth Management Group, Inc. located?
Pinnacle Wealth Management Group, Inc. is based in Plymouth, MI and has been SEC-registered since 2018.
Does Pinnacle Wealth Management Group, Inc. disclose fund performance?
Pinnacle Wealth Management Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 849 Penniman Suite 201, Plymouth, MI 48170 |
| Phone | 734-667-5581 |
| Fax | 734-667-5607 |
| Office hours | 8:30 a.m. To 5 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$243.7M▲ 15%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 69%
Larger than 31% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$243.7Mregulatory AUM
Discretionary $243.5MNon-discretionary $231K