Investment adviser · CRD 158332
WITHUM WEALTH MANAGEMENT
Investment adviser filing (IA)
PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC
RED BANK, NJ, United States · Form ADV filed Mar 22, 2026
- Regulatory AUM
- $2.34B Form ADV · Item 5.F
- Client accounts
- 1,956 Accounts, not individual clients
- Employees
- 13 Reported in this filing
- Advisory professionals
- 11 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 |
|---|---|---|---|
| High-net-worth individuals | 688 | $2,120,860,910 | 90.6% |
| Corporations & businesses | 27 | $177,392,018 | 7.6% |
| Charities | 9 | $15,250,599 | 0.7% |
| Individuals | 67 | $12,925,694 | 0.6% |
| Insurance companies | Fewer than 5 | $8,674,308 | 0.4% |
| Retirement plans | 7 | $5,168,558 | 0.2% |
Filing source
Form ADV 2078957 · Mar 22, 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: Mar 22, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
47 RECKLESS PLACERED BANK, NJ, 07701, United States
CRD 158332
Filing source
Form ADV 2078957 · Mar 22, 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.