Pinnacle Wealth Management, LLC logo

Pinnacle Wealth Management, LLC

Updated today

Client assets under management

$211,075,762

Clients

458

14% high-net-worth

Advisors

3

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

153

Very High

Average account size

$460,864

About

Pinnacle Wealth Management serves individual and high‑net‑worth clients with discretionary asset management and standalone financial planning and consulting services. The firm reports approximately $211 million in discretionary assets under management and requires a $500,000 minimum for its Asset Management service, offering portfolios composed of stocks, bonds, mutual funds, ETFs, options and, when appropriate, third‑party sub‑advisors.

The firm emphasizes continuous, tailored account supervision with at least annual reviews, employing both fundamental and technical analysis and a mix of long‑ and short‑term strategies, cash equivalents, REITs and other alternative investments; it also offers a short‑term “Cash For Now” strategy to temporarily reduce market exposure. Portfolios may be rebalanced based on client objectives and the firm may integrate outside money managers and separately managed accounts as part of its advisory work.

Pinnacle’s brochure discloses several relationships that distinguish it from many peers: it is expanding its physical presence (recently leasing an additional office), its supervised persons are registered representatives of Purshe Kaplan Sterling Investments and are licensed insurance agents/brokers (and may accept commissions), and it describes receipt of Schwab institutional services and product‑sponsor support for client events. The firm also makes performance information available in its marketing materials and includes a “Past Performance” discussion in the brochure that cautions clients about the limits of relying on historical results.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Active portfolio management

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Fee options

Fixed

Financial planning and consulting flat fees up to $5,000

Percentage

$0 - $250,000: 1.20% $250,001 - $1,000,000: 1.00% on next $750,000 $1,000,001 - $2,000,000: 0.80% on next $1,000,000 $2,000,001+: 0.50% thereafter

Commissions

Commissionable securities sales possible through supervised persons registered with broker-dealer; commissions create conflicts of interest

Project-based

Up to $250 per hour for financial planning and consulting services

Other

Account minimum: $100,000 Fee-only: Hourly fees up to $250/hour; flat fees up to $5,000 for financial planning and consulting

Main office location

Pinnacle Wealth Management, LLC

2999 Douglas Blvd, Suite 180

Roseville CA 95661, United States

Number of offices

5

Most active in

Arizona · California · Colorado · Idaho · Nevada · New Hampshire · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Chase L

Series 65

Denver, CO

Pinnacle Wealth Management, LLC

Chase Lederer is a financial advisor at Pinnacle Wealth Management, LLC in Denver, CO, holding a Series 65 designation with one year of industry experience. His prior roles include positions at Empower Retirement, Personal Capital Advisors Corporation, and California Statewide CDC. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and standalone financial planning services. The firm manages approximately $211 million in discretionary assets, offering portfolios with a range of investment types and employing both fundamental and technical analysis alongside long- and short-term strategies.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Active portfolio management
user avatar

Kenyon L

CFP®, ChFC®, Series 63

Driggs, ID

Pinnacle Wealth Management, LLC

Kenyon Lederer is a CFP® and ChFC® with 33 years of industry experience. He is currently a financial advisor at Pinnacle Wealth Management, LLC and has held roles at Purshe Kaplan Sterling Investments and Pinnacle Asset Management, Inc. He is also licensed to sell fixed life insurance and annuity contracts. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and financial planning services. The firm manages approximately $211 million in assets, offering diversified portfolios and tailored account supervision that includes fundamental and technical analysis, with options for integrating outside managers and alternative investments.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Active portfolio management
user avatar

Jack Z

Series 66

Roseville, CA

Pinnacle Wealth Management, LLC

Jack Zboralske is a financial advisor at Pinnacle Wealth Management, LLC with 19 years of industry experience. He holds a Series 66 designation and has held roles at Zboralske Investment Management, LLC, Pinnacle Asset Management, Inc., and Purshe Kaplan Sterling Investments. Outside of his advisory work, he serves as a non-paid civilian board member for Sacramento Valley Crime Stoppers, supporting local law enforcement through fundraising and anonymous tip line services. Pinnacle Wealth Management serves individual and high-net-worth clients with discretionary asset management and standalone financial planning. The firm manages approximately $211 million in discretionary assets and employs a mix of fundamental and technical analysis, long- and short-term strategies, and alternative investments tailored to client objectives.

General retirement planning Charitable giving & philanthropy College savings (529s, UTMA, etc.) Active portfolio management
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