Pinnacle Wealth Management, LLC

Pinnacle Wealth Management, LLC provides discretionary and non‑discretionary portfolio management, financial planning, and selection of third‑party investment advisers to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both individual and high‑net‑worth clients and reports managing roughly $95 million across about 139 client relationships with two advising professionals.

Pinnacle Wealth tailors asset allocation and investment recommendations to client goals using a combination of fundamental and technical analysis and implements portfolios composed of equities, ETFs, mutual funds, U.S. government and corporate debt, municipal securities, and certificates of deposit. The firm monitors and rebalances accounts on an ongoing basis, may utilize third‑party model portfolios or managers, and maintains an institutional custodial relationship with Charles Schwab.

Notably, the firm’s brochure discloses a prior regulatory enforcement matter involving an associated person (a FINRA Acceptance, Waiver, and Consent), including repayment of related loans and the enforcement outcome, which is summarized in the firm’s disclosure materials. The brochure also discloses that the firm may share in fees received by third‑party advisers and that it does not block‑trade, arrangements the firm identifies as potential conflicts of interest for clients to consider.