Pinnacle Wealth Management Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars. Financial planning was provided to 251–500 clients last fiscal year.
Pinnacle Wealth Management Partners reports 271 clients. They include 201 individual clients and 70 high-net-worth individuals. Of its assets, 100.0% ($118M across 712 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $118M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 38% |
| High-net-worth individuals | 26% | 62% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 201 | $44.9M | 38.0% | $223K |
| High-net-worth individuals | 70 | $73.3M | 62.0% | $1.05M |
| Total | 271 | $118M | 100% | $436K |
- Clients
- 201
- Regulatory AUM
- $44.9M
- AUM share
- 38.0%
- Avg. per client
- $223K
- Clients
- 70
- Regulatory AUM
- $73.3M
- AUM share
- 62.0%
- Avg. per client
- $1.05M
Total
- Clients
- 271
- Regulatory AUM
- $118M
- AUM share
- 100%
- Avg. per client
- $436K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Pinnacle Wealth Management Partners is paid through a percentage of assets under management, hourly charges and fixed fees (other than subscription fees). The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 3 other services, listed under fee details.
Fee details and sources
Other fees
- Advisory consulting services
- Stand-alone advisory consulting is billed at an hourly fee of $195 or an agreed flat annual fee, negotiable.
- Education classes
- The retirement planning class costs $59.
- Financial planning packages
- One-time fees for the Silver, Gold and Platinum financial planning packages are $975, $1,966 and $3,950.
Andrew Perri owns 75% or more of Pinnacle Wealth Management Partners. The leadership team of Pinnacle Wealth Management Partners includes President Andrew Perri. It has 4 employees.
Leadership
- Andrew PerriPresident and Chief Compliance Officer
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 4 in advisory functions
- 4 state-registered reps
- 3 insurance agents
- Owns 75% or more of Pinnacle Wealth Management Partners, Inc.
Andrew Perri
Control person · since August 2009
Pinnacle Wealth Management Partners’ regulatory assets went from $120M (May 2022) to $118M (March 2026); clients fell from 339 to 271 and employees from 6 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $118M | 271 | 4 | 1 |
| March 2025 | $122M | 340 | 6 | 1 |
| March 2024 | $131M | 350 | 8 | 2 |
| March 2023 | $113M | 333 | 5 | 2 |
| May 2022 | $120M | 339 | 6 | 2 |
Besides its headquarters, Pinnacle Wealth Management Partners has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 7600 Grand River, Suite 220, BrightonHQ
Contact and registration details
- Legal name
- Pinnacle Wealth Management Partners, Inc.
- Headquarters
- 7600 Grand River, Suite 220, Brighton, MI 48114
- Website
- pinnaclewealthonline.com
- Phone
- 810-220-6322
- SEC file
- 801-125967
- Structure
- Michigan corporation
- Fiscal year end
- December
Pinnacle Wealth Management Partners uses Charles Schwab ($63.4M, 55%) and Folio Investments ($51.2M, 45%) as custodians for its separately managed accounts. Pinnacle Wealth Management Partners does not have custody of client assets.
- Folio InvestmentsFolio Investments, Inc. · McLean, VA · $51.2M45%
- Charles SchwabCharles Schwab & Co., Inc. · West Lake, TX · $63.4M55%
At year end, Pinnacle Wealth Management Partners’ separately managed accounts were largely in stocks (49%) and funds (40%).
What the accounts hold
- Stocks49%
- Funds40%
- Cash11%
How many clients does Pinnacle Wealth Management Partners have?
Pinnacle Wealth Management Partners has 271 clients and manages $118 million for them, as of March 2026. They include 201 individual clients and 70 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 16 March 2026
What services does Pinnacle Wealth Management Partners offer?
Pinnacle Wealth Management Partners provides financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Pinnacle Wealth Management Partners use?
Pinnacle Wealth Management Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (West Lake, TX), with $63.4M and Folio Investments, Inc. (McLean, VA), with $51.2M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 16 March 2026
How many financial advisors does Pinnacle Wealth Management Partners have?
Pinnacle Wealth Management Partners has 4 investment adviser representatives registered with state securities authorities, out of 4 employees, and 4 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Pinnacle Wealth Management Partners invest in?
At the end of its last fiscal year, Pinnacle Wealth Management Partners’ separately managed accounts held 49% exchange-traded equities, 40% registered funds (mutual funds, ETFs, BDCs) and 11% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Pinnacle Wealth Management Partners?
Pinnacle Wealth Management Partners’ direct owner is Andrew Perri (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 16 March 2026
How does Pinnacle Wealth Management Partners get paid?
Pinnacle Wealth Management Partners is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Pinnacle Wealth Management Partners?
Pinnacle Wealth Management Partners’ main office is at 7600 Grand River, Suite 220, Brighton, MI 48114. Its phone number is 810-220-6322. Its website is pinnaclewealthonline.com.