Pinnacle Wealth Management, LLC
● SEC registered since 2021CRD 315578SEC# 801-122002Roseville, CA
Reg. AUM
$211.1M
Employees
5
Accounts
767
Location
Roseville, CA
Pinnacle Wealth Management, LLC assets under management
Pinnacle Wealth Management, LLC operates as an SEC-registered investment adviser based in Roseville, CA. The firm has been registered since 2021. It reports $211.1 million in regulatory assets under management and employs 5 people.
Pinnacle Wealth Management, LLC owners & executives
5 reported| 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 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinnacle Wealth Management, LLC manage?
Pinnacle Wealth Management, LLC reports $211.1 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Wealth Management, LLC have?
Pinnacle Wealth Management, LLC reports 5 employees.
Where is Pinnacle Wealth Management, LLC located?
Pinnacle Wealth Management, LLC is based in Roseville, CA and has been SEC-registered since 2021.
Does Pinnacle Wealth Management, LLC disclose fund performance?
Pinnacle 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 | 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 |
Regulatory AUM
$211.1M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$211.1Mregulatory AUM
Discretionary $211.1M