Pinnacle West Asset Management Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$216,499,783
Clients
85
Advisors
3
of 3 employees
About
Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans, overseeing roughly $246 million across about 85 client accounts. The firm constructs custom portfolios for each client and centers its services on tailored asset‑allocation models and ongoing portfolio management for individual and high‑net‑worth households.
The firm’s investment approach is long‑term and buy‑and‑hold, emphasizing disciplined asset allocation, large‑capitalization equity selection, and laddered fixed‑income holdings while generally avoiding leverage. Client engagements begin with a memorandum of understanding and the firm typically manages accounts on a fully discretionary basis and does not accept client‑imposed restrictions on securities.
Pinnacle West is distinctive for its formal referral relationships with local accounting firms, specifically noting a significant relationship with CPA Consulting Group LLP, and for principals with extensive public‑accounting backgrounds, including a CPA who serves as the firm’s Chief Compliance Officer, which informs coordination on tax and accounting matters. The firm also routinely directs smaller allocations to exchange‑traded index shares when appropriate, reflecting its emphasis on large‑cap equities and individualized portfolio construction.
Client services
Expertise
Fee options
Cash and cash equivalents+: .25% Fixed income securities+: .25% Equity securities+: 1.00% Equity income securities+: 1.00% Exchange traded index shares+: .50% Mutual funds+: .50%
Account minimum: $500,000 Minimum fee: $100 per household annually
Main office
152 N. Durbin Street, Suite 400
Casper WY 82601
Advisors at this office
3
Most active in
Wyoming
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Arin W
Series 65
Casper, WY
Pinnacle West Asset Management Inc
Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.
Tom C
Casper, WY
Pinnacle West Asset Management Inc
Tom Creager is a financial advisor with Pinnacle West Asset Management Inc and holds nine years of industry experience. He worked at Pinnacle West Asset Management from 2007 to 2017. Outside of advisory work, Creager serves as president of Wind River Resources Inc, an oil and gas exploration and production company. Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans. The firm emphasizes tailored asset-allocation models and long-term, buy-and-hold portfolio management focused on large-cap equities and laddered fixed-income holdings.
Lane H
Series 65
Casper, WY
Pinnacle West Asset Management Inc
Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.
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