PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
SEC Form ADV profile.
Total regulatory AUM
$146,485,000
Discretionary
$146,485,000
Non-discretionary
$0
Firm details
- CRD number
- 155652
- SEC file number
- 801-131686
- Main office
- KING OF PRUSSIA, PA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://pswmadvisors.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.