Pinnacle Wealth Management Partners, Inc.
● SEC registered since 2022CRD 166853SEC# 801-125967Brighton, MI
Reg. AUM
$118.1M
Employees
4
Accounts
712
Location
Brighton, MI
Pinnacle Wealth Management Partners, Inc. assets under management
Pinnacle Wealth Management Partners, Inc. is an investment advisory firm registered with the SEC based in Brighton, MI. The firm has been registered since 2022. It reports $118.1 million in regulatory assets under management and employs 4 people.
Pinnacle Wealth Management Partners, Inc. owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Andrew Samuel Perri Control | President And Chief Compliance Officer | Over 75% | 2009 |
Frequently asked questions
How much does Pinnacle Wealth Management Partners, Inc. manage?
Pinnacle Wealth Management Partners, Inc. reports $118.1 million in regulatory assets under management on its Form ADV.
How many employees does Pinnacle Wealth Management Partners, Inc. have?
Pinnacle Wealth Management Partners, Inc. reports 4 employees.
Where is Pinnacle Wealth Management Partners, Inc. located?
Pinnacle Wealth Management Partners, Inc. is based in Brighton, MI and has been SEC-registered since 2022.
Does Pinnacle Wealth Management Partners, Inc. disclose fund performance?
Pinnacle Wealth Management Partners, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 7600 Grand River, Suite 220, Brighton, MI 48114 |
| Phone | 810-220-6322 |
| Fax | 810-220-8415 |
| Office hours | 8:30 a.m. To 5:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$118.1M▼ 3%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 90%
Larger than 10% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$118.1Mregulatory AUM
Discretionary $118.1M