Investment adviser · CRD 117517
PINNACLE WEALTH ADVISORS
Investment adviser filing (IA)
PINNACLE WEALTH ADVISORS, LLC
CLACKAMAS, OR, United States · Form ADV filed Jul 16, 2026
- Regulatory AUM
- $550M Form ADV · Item 5.F
- Client accounts
- 2,956 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 14 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 736 | $273,084,244 | 49.7% |
| High-net-worth individuals | 74 | $200,618,543 | 36.5% |
| Retirement plans | 18 | $73,985,326 | 13.5% |
| Charities | 3 | $2,021,610 | 0.4% |
| Pooled investment vehicles | 1 | $0 | 0.0% |
Filing source
Form ADV 2120361 · Jul 16, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jul 16, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pooled investment vehicle management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
9200 SE SUNNYBROOK BOULEVARD, SUITE 170CLACKAMAS, OR, 97015, United States
CRD 117517
Filing source
Form ADV 2120361 · Jul 16, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.