Active
PINNACLE WEALTH MANAGEMENT, LLC
Investment Advice|ROSEVILLE, CA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$181.7M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 181.7M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 315578 |
| SEC Number | 801-122002 |
| Street Address | 2999 DOUGLAS BLVD |
| Street Address 2 | SUITE 180 |
| Location | ROSEVILLE, CA 95661 |
| Country | United States |
| Phone | 916-772-0807 |
| Total Employees | 4 |
Client Count by Type (457 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 409 |
| High Net Worth Individual… | 48 |
Community Partners
CITY OF COLFAX
CITY OF LINCOLN
CITY OF ROCKLIN
CITY OF ROSEVILLE
COUNTY OF PLACER
TOWN OF LOOMIS
CITY OF COLFAX
CITY OF LINCOLN
CITY OF ROCKLIN
CITY OF ROSEVILLE
COUNTY OF PLACER
TOWN OF LOOMIS
CITY OF COLFAX
CITY OF LINCOLN
CITY OF ROCKLIN
CITY OF ROSEVILLE
COUNTY OF PLACER
TOWN OF LOOMIS
Municipal Government
6 Active
6
Organizations
ALPINE SPRINGS COUNTY WATER DISTRICT
ALTA FIRE PROTECTION DISTRICT
AMERICAN RIVER AUTHORITY
AUBURN PUBLIC CEMETERY DISTRICT
Auburn Public Financing Authority
AUBURN RECREATION AND PARK DISTRICT
AUBURN VALLEY COMMUNITY SERVICES DISTRICT
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
California Municipal Finance Authority CFD No 2019-4
California Municipal Finance Authority CFD No 2019-5
California Municipal Finance Authority CFD No 2019-6
California Municipal Finance Authority CFD No 2020-1
California Municipal Finance Authority CFD No 2020-10
California Municipal Finance Authority CFD No 2020-5
California Municipal Finance Authority CFD No 2020-6
California Municipal Finance Authority CFD No 2020-8
California Municipal Finance Authority CFD No 2021-12
California Municipal Finance Authority CFD No 2021-13
California Municipal Finance Authority CFD No 2021-15
California Municipal Finance Authority CFD No 2021-5
ALPINE SPRINGS COUNTY WATER DISTRICT
ALTA FIRE PROTECTION DISTRICT
AMERICAN RIVER AUTHORITY
AUBURN PUBLIC CEMETERY DISTRICT
Auburn Public Financing Authority
AUBURN RECREATION AND PARK DISTRICT
AUBURN VALLEY COMMUNITY SERVICES DISTRICT
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
California Municipal Finance Authority CFD No 2019-4
California Municipal Finance Authority CFD No 2019-5
California Municipal Finance Authority CFD No 2019-6
California Municipal Finance Authority CFD No 2020-1
California Municipal Finance Authority CFD No 2020-10
California Municipal Finance Authority CFD No 2020-5
California Municipal Finance Authority CFD No 2020-6
California Municipal Finance Authority CFD No 2020-8
California Municipal Finance Authority CFD No 2021-12
California Municipal Finance Authority CFD No 2021-13
California Municipal Finance Authority CFD No 2021-15
California Municipal Finance Authority CFD No 2021-5
ALPINE SPRINGS COUNTY WATER DISTRICT
ALTA FIRE PROTECTION DISTRICT
AMERICAN RIVER AUTHORITY
AUBURN PUBLIC CEMETERY DISTRICT
Auburn Public Financing Authority
AUBURN RECREATION AND PARK DISTRICT
AUBURN VALLEY COMMUNITY SERVICES DISTRICT
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
California Municipal Finance Authority CFD No 2019-4
California Municipal Finance Authority CFD No 2019-5
California Municipal Finance Authority CFD No 2019-6
California Municipal Finance Authority CFD No 2020-1
California Municipal Finance Authority CFD No 2020-10
California Municipal Finance Authority CFD No 2020-5
California Municipal Finance Authority CFD No 2020-6
California Municipal Finance Authority CFD No 2020-8
California Municipal Finance Authority CFD No 2021-12
California Municipal Finance Authority CFD No 2021-13
California Municipal Finance Authority CFD No 2021-15
California Municipal Finance Authority CFD No 2021-5
Special District
88 Active
88
Organizations
ACKERMAN ELEM SCH DIST
AUBURN UNION ELEM SCH DIST
COLFAX ELEM SCH DIST
DRY CREEK JT ELEM SCH DIST
EUREKA UNION ELEM SCH DIST
FORESTHILL UNION ELEM SCHOOL DIST
HORIZON CHARTER SCHOOL
LOOMIS UNION SCHOOL DISTRICT
MARIA MONTESSORI CHARTER SCHOOL
NEWCASTLE ELEM SCH DIST
PLACER HILLS UNION ELEM SCH DIST
PLACER UNION HIGH SCHOOL DIST
ROCKLIN UNIF SCHOOL DISTRICT
ROSEVILLE CITY ELEM SCHOOL DIST
Roseville City School District
SIERRA JOINT COMMUNITY COLLEGE DISTRICT
WESTERN PLACER UNIFIED SCHOOL DIST
ACKERMAN ELEM SCH DIST
AUBURN UNION ELEM SCH DIST
COLFAX ELEM SCH DIST
DRY CREEK JT ELEM SCH DIST
EUREKA UNION ELEM SCH DIST
FORESTHILL UNION ELEM SCHOOL DIST
HORIZON CHARTER SCHOOL
LOOMIS UNION SCHOOL DISTRICT
MARIA MONTESSORI CHARTER SCHOOL
NEWCASTLE ELEM SCH DIST
PLACER HILLS UNION ELEM SCH DIST
PLACER UNION HIGH SCHOOL DIST
ROCKLIN UNIF SCHOOL DISTRICT
ROSEVILLE CITY ELEM SCHOOL DIST
Roseville City School District
SIERRA JOINT COMMUNITY COLLEGE DISTRICT
WESTERN PLACER UNIFIED SCHOOL DIST
ACKERMAN ELEM SCH DIST
AUBURN UNION ELEM SCH DIST
COLFAX ELEM SCH DIST
DRY CREEK JT ELEM SCH DIST
EUREKA UNION ELEM SCH DIST
FORESTHILL UNION ELEM SCHOOL DIST
HORIZON CHARTER SCHOOL
LOOMIS UNION SCHOOL DISTRICT
MARIA MONTESSORI CHARTER SCHOOL
NEWCASTLE ELEM SCH DIST
PLACER HILLS UNION ELEM SCH DIST
PLACER UNION HIGH SCHOOL DIST
ROCKLIN UNIF SCHOOL DISTRICT
ROSEVILLE CITY ELEM SCHOOL DIST
Roseville City School District
SIERRA JOINT COMMUNITY COLLEGE DISTRICT
WESTERN PLACER UNIFIED SCHOOL DIST
School District
17 Active
17
Organizations
1 LOVE DOG RESCUE INC
200 AREA SQUAD CLUB
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
277 BRATSKA SLOGA NEST
316OUTREACH INC
317 Ministries Network Inc
3BuildGlobal Inc
3 CORDS PROJECT
3R MINISTRIES INC
49ER SKI CLUB
4HISYOUTH
4HONOR
4MOM FOUNDATION INC
619 BRATSKA SLOGA LODGE
706 NORTH AMERICA
91SIX ORGANIZATION
AAUW Roseville-South Placer
ABOVE SELF
A BRIGHTER WORLD FOR KIDS FOUNDATION
ACE Mentor Program California Capital
1 LOVE DOG RESCUE INC
200 AREA SQUAD CLUB
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
277 BRATSKA SLOGA NEST
316OUTREACH INC
317 Ministries Network Inc
3BuildGlobal Inc
3 CORDS PROJECT
3R MINISTRIES INC
49ER SKI CLUB
4HISYOUTH
4HONOR
4MOM FOUNDATION INC
619 BRATSKA SLOGA LODGE
706 NORTH AMERICA
91SIX ORGANIZATION
AAUW Roseville-South Placer
ABOVE SELF
A BRIGHTER WORLD FOR KIDS FOUNDATION
ACE Mentor Program California Capital
1 LOVE DOG RESCUE INC
200 AREA SQUAD CLUB
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
277 BRATSKA SLOGA NEST
316OUTREACH INC
317 Ministries Network Inc
3BuildGlobal Inc
3 CORDS PROJECT
3R MINISTRIES INC
49ER SKI CLUB
4HISYOUTH
4HONOR
4MOM FOUNDATION INC
619 BRATSKA SLOGA LODGE
706 NORTH AMERICA
91SIX ORGANIZATION
AAUW Roseville-South Placer
ABOVE SELF
A BRIGHTER WORLD FOR KIDS FOUNDATION
ACE Mentor Program California Capital
Nonprofit Organization
1972 Active
1972
Organizations
Community Partners123 organizations
COUNTY OF PLACER
Municipal Government·ROSEVILLE
TOWN OF LOOMIS
Municipal Government·LOOMIS
ALTA FIRE PROTECTION DISTRICT
Special District·ALTA
AUBURN PUBLIC CEMETERY DISTRICT
Special District·AUBURN
Auburn Public Financing Authority
Special District
BIZZ JOHNSON HIGHWAY INTERCHANGE JPA
Special District·ROSEVILLE
California Municipal Finance Authority CFD No 2019-4
Special District
California Municipal Finance Authority CFD No 2019-5
Special District
California Municipal Finance Authority CFD No 2019-6
Special District
California Municipal Finance Authority CFD No 2020-1
Special District
California Municipal Finance Authority CFD No 2020-10
Special District
California Municipal Finance Authority CFD No 2020-5
Special District
California Municipal Finance Authority CFD No 2020-6
Special District
California Municipal Finance Authority CFD No 2020-8
Special District
California Municipal Finance Authority CFD No 2021-12
Special District
California Municipal Finance Authority CFD No 2021-13
Special District
California Municipal Finance Authority CFD No 2021-15
Special District
California Municipal Finance Authority CFD No 2021-5
Special District
California Municipal Finance Authority CFD No 2021-7
Special District
California Municipal Finance Authority CFD No 2021-9
Special District
California Municipal Finance Authority CFD No 2022-1
Special District
California Municipal Finance Authority CFD No 2022-10
Special District
California Municipal Finance Authority CFD No 2022-11
Special District
California Municipal Finance Authority CFD No 2022-14
Special District
California Municipal Finance Authority CFD No 2022-15
Special District
California Municipal Finance Authority CFD No 2022-17
Special District
California Municipal Finance Authority CFD No 2022-26
Special District
California Municipal Finance Authority CFD No 2022-3
Special District
California Municipal Finance Authority CFD No 2022-5
Special District
California Municipal Finance Authority CFD No 2022-9
Special District
California Municipal Finance Authority CFD No 2023-15
Special District
California Municipal Finance Authority CFD No 2023-2
Special District
California Municipal Finance Authority CFD No 2023-3
Special District
California Municipal Finance Authority CFD No 2023-6
Special District
California Municipal Finance Authority CFD No 2023-9
Special District
California Municipal Finance Authority CFD No 2024-10
Special District
California Municipal Finance Authority CFD No 2024-13
Special District
California Municipal Finance Authority CFD No 2024-14
Special District
California Municipal Finance Authority CFD No 2024-7
Special District
California Municipal Finance Authority CFD No 2025-1
Special District
California Municipal Finance Authority CFD No 2025-2
Special District
California Municipal Finance Authority CFD No 2025-5
Special District
California Municipal Finance Authority CFD No 2025-9
Special District
COLFAX CEMETERY DISTRICT
Special District·COLFAX
FOREST HILL FIRE PROTECTION DISTRICT
Special District·FORESTHILL
FORESTHILL FIRE PROTECTION DISTRICT
Special District·FORESTHILL
HORIZON CHARTER SCHOOL
School District·LINCOLN
LOOMIS UNION SCHOOL DISTRICT
School District·LOOMIS
MARIA MONTESSORI CHARTER SCHOOL
School District·ROCKLIN
Roseville City School District
School District
1 LOVE DOG RESCUE INC
Nonprofit Organization·ROCKLIN
200 AREA SQUAD CLUB
Nonprofit Organization·ROSEVILLE
20TH CENTURY AUTOMOTIVE ENDOWMENT FUND
Nonprofit Organization·Granite Bay
277 BRATSKA SLOGA NEST
Nonprofit Organization·Roseville
316OUTREACH INC
Nonprofit Organization·Newcastle
317 Ministries Network Inc
Nonprofit Organization·Rocklin
3BuildGlobal Inc
Nonprofit Organization·Roseville
3 CORDS PROJECT
Nonprofit Organization·Lincoln
3R MINISTRIES INC
Nonprofit Organization·Lincoln
49ER SKI CLUB
Nonprofit Organization·Rocklin
4HISYOUTH
Nonprofit Organization·LINCOLN
4HONOR
Nonprofit Organization·Roseville
4MOM FOUNDATION INC
Nonprofit Organization·Lincoln
619 BRATSKA SLOGA LODGE
Nonprofit Organization·Roseville
706 NORTH AMERICA
Nonprofit Organization·Rocklin
91SIX ORGANIZATION
Nonprofit Organization·Rocklin
AAUW Roseville-South Placer
Nonprofit Organization·Lincoln
ABOVE SELF
Nonprofit Organization·Granite Bay
A BRIGHTER WORLD FOR KIDS FOUNDATION
Nonprofit Organization·Roseville
ACE Mentor Program California Capital
Nonprofit Organization·Roseville
ACES PTA Inc
Nonprofit Organization·Rocklin
ACMP NORCAL CHAPTER
Nonprofit Organization·Lincoln
ACTION COALITION FOR EQUESTRIANS
Nonprofit Organization·Newcastle
ADAPTIVE ATHLETICS ASSOCIATION INC
Nonprofit Organization·Roseville
ADELLES SMILE FOUNDATION
Nonprofit Organization·ROCKLIN
ADOPT A FAMILY PROGRAM OF NORTHERN CALIFORNIA
Nonprofit Organization·Roseville
ADOPT-A-MOM
Nonprofit Organization·Roseville
ADOPT AN ELDER FOUNDATION
Nonprofit Organization·Rocklin
Advanced-1 Adventures
Nonprofit Organization·Roseville
ADVANCED TECHNICAL SOLUTIONS INC
Nonprofit Organization·ROSEVILLE
ADVENTIST FORUM
Nonprofit Organization·ROSEVILLE
ADVENTIST HEALTH AND RIDEOUT EMPLOYEE
Nonprofit Organization·ROSEVILLE
Adventist Health Foundation
Nonprofit Organization·Roseville
ADVENTIST HEALTH PHYSICIANS NETWORK
Nonprofit Organization·ROSEVILLE
Adventist Health SystemWest
Nonprofit Organization·Roseville
Adventist Hlth Volunteer Guild Hanford fka Volunteer Services League Inc
Nonprofit Organization·Roseville
ADVENTIST MEDICAL EVANGELISM NETWORK MEDIA INC
Nonprofit Organization·LINCOLN
ADVOCATES FOR FAMILIES AND CHILDREN
Nonprofit Organization·rocklin
AERONAUTRIXX
Nonprofit Organization·Olympic Valley
AFLOCO CREDIT UNION
Nonprofit Organization·Lincoln
Agape International Missions
Nonprofit Organization·Roseville
AGLOW INTERNATIONAL
Nonprofit Organization·Roseville
AGLOW INTERNATIONAL
Nonprofit Organization·Roseville
AGLOW INTERNATIONAL
Nonprofit Organization·Roseville
AIR TIME MINISTRIES
Nonprofit Organization·ROSEVILLE
AKWAABA FOUNDATION
Nonprofit Organization·MEADOW VISTA
AKWIDAA DEVELOPMENT PROJECT
Nonprofit Organization·Penryn
ALEKSANDR SHEVCHENKO
Nonprofit Organization·ROSEVILLE
ALEX J LEWIS FOUNDATION INC
Nonprofit Organization·Roseville
ALIVE365
Nonprofit Organization·Roseville