{"url":"https://nivawealth.com/firms/pinnacle-wealth-management-partners-166853","iapdUrl":"https://adviserinfo.sec.gov/firm/summary/166853","regulatoryAum":118144700,"crd":"166853","adviserRoster":{"asOf":"2026-10-09","items":[{"crd":"6525708","suffix":null,"lastName":"DAY","firstName":"PAUL","middleName":"MATTHEW"},{"crd":"6182172","suffix":null,"lastName":"GAISER","firstName":"EVE","middleName":null},{"crd":"2801727","suffix":null,"lastName":"PERRI","firstName":"ANDREW","middleName":"SAMUEL"},{"crd":"5623841","suffix":null,"lastName":"WOJNO","firstName":"MARK","middleName":"ALLEN"}],"total":4,"loadedAt":"2026-10-10T00:20:19.761928+00:00","sourceUrl":"https://reports.adviserinfo.sec.gov/reports/CompilationReports/IA_INDVL_Feed_10_09_2026.xml.zip"},"history":[{"filedOn":"2022-05-26","regulatoryAum":120316334,"clients":339,"employees":6,"offices":2},{"filedOn":"2023-03-20","regulatoryAum":112692000,"clients":333,"employees":5,"offices":2},{"filedOn":"2024-03-21","regulatoryAum":131466000,"clients":350,"employees":8,"offices":2},{"filedOn":"2025-03-12","regulatoryAum":121950390,"clients":340,"employees":6,"offices":1},{"filedOn":"2026-03-16","regulatoryAum":118144700,"clients":271,"employees":4,"offices":1}],"secFileNumber":"801-125967","legalName":"Pinnacle Wealth Management Partners, Inc.","displayName":"Pinnacle Wealth Management Partners","slug":"pinnacle-wealth-management-partners-166853","website":"https://pinnaclewealthonline.com/","logo":{"src":"https://rmkhnxnbeclogprvkfyl.supabase.co/storage/v1/object/public/firm-logos/166853/f458dc8d37fdefed-r1.webp","tone":"light","width":769,"height":200,"sourceUrl":"https://pinnaclewealthonline.com/","sourceLabel":"Pinnacle Wealth Management, Inc., website"},"classification":{"segment":"individuals","segmentLabel":"Wealth management","type":"independent_wealth_manager","typeLabel":"RIA","feeDisclosure":"full"},"founded":null,"organization":"Michigan corporation","fiscalYearEnd":"December","headquarters":{"street":"7600 Grand River, Suite 220","city":"Brighton","state":"MI","stateName":"Michigan","country":"United States","postalCode":"48114"},"tradeNames":[],"registration":{"secApproved":"27 June 2022","noticeFilings":null,"latestNoticeFiling":null},"wealthAumPerClient":435958.3025830258,"staff":{"employees":4,"advisory":4,"brokerDealerReps":0,"insuranceAgents":3,"promoters":0},"aum":{"regulatory":118144700,"discretionary":118144700,"discretionaryAccounts":712,"nonDiscretionary":0,"nonDiscretionaryAccounts":0,"wrapProgram":118144700,"nonUsClientsPct":0,"nonAumClients":0},"clientTypes":[{"label":"Individuals (other than HNW)","clients":201,"regulatoryAum":44865100},{"label":"High-net-worth individuals","clients":70,"regulatoryAum":73279600}],"feePrograms":[{"role":"other","program":"Advisory consulting services","summary":"Stand-alone advisory consulting is billed at an hourly fee of $195 or an agreed flat annual fee, negotiable.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019350","versionId":1019350,"submittedOn":"2026-03-16","documentName":"PINNACLE WEALTH MANAGEMENT PARTNERS, INC. ADV BROCHURE"},{"role":"other","program":"Education classes","summary":"The retirement planning class costs $59.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019350","versionId":1019350,"submittedOn":"2026-03-16","documentName":"PINNACLE WEALTH MANAGEMENT PARTNERS, INC. ADV BROCHURE"},{"role":"other","program":"Financial planning packages","summary":"One-time fees for the Silver, Gold and Platinum financial planning packages are $975, $1,966 and $3,950.","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019350","versionId":1019350,"submittedOn":"2026-03-16","documentName":"PINNACLE WEALTH MANAGEMENT PARTNERS, INC. ADV BROCHURE"}],"brochureCoverage":{"scope":"sec_inventory","status":"reviewed_no_numerical_schedule","checkedAt":"2026-10-22T14:39:54.359288+00:00","documents":[{"name":"PINNACLE WEALTH MANAGEMENT PARTNERS, INC. ADV BROCHURE","status":"read","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019350","versionId":1019350,"submittedOn":"2026-03-16"},{"name":null,"status":"not_downloaded","sourceUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019351","versionId":1019351,"submittedOn":null}]},"custodians":[{"name":"Folio Investments, Inc.","shortName":"Folio Investments","location":"McLean, VA","smaAssets":51172500},{"name":"Charles Schwab & Co., Inc.","shortName":"Charles Schwab","location":"West Lake, TX","smaAssets":63381000}],"custodyNote":"Pinnacle Wealth Management Partners does not have custody of client assets.","otherCustodians":[],"leadership":[{"name":"Andrew Perri","title":"President and Chief Compliance Officer","crd":"2801727"}],"ownership":[{"label":"Andrew Perri","detail":"President and chief compliance officer in the 75% or more ownership band and a control person, since August 2009."}],"branchOffices":null,"filedOffices":{"otherThanPrincipal":0,"privateResidences":0},"listedOfficeAddresses":1,"foreignOffices":[],"officesByState":[{"state":"Michigan","offices":1,"addresses":[{"street":"7600 Grand River, Suite 220","city":"Brighton","headquarters":true}]}],"advFacts":{"source":{"file":"ia100226.zip","asOf":"2 October 2026"},"telephone":"810-220-6322","stateRegisteredReps":4,"otherAdviserReps":0,"compensation":["A percentage of assets under management","Hourly charges","Fixed fees (other than subscription fees)"],"activities":["Financial planning services","Portfolio management for individuals and/or small businesses","Pension consulting services","Educational seminars/workshops","Other"],"financialPlanningClients":"251-500","assetMix":[{"label":"Exchange-traded equity securities","percent":49},{"label":"Securities issued by registered investment companies or business development companies","percent":40},{"label":"Cash and cash equivalents","percent":11}],"privateFunds":0},"sources":{"adv1FilingDate":"16 March 2026","adv1Url":"https://reports.adviserinfo.sec.gov/reports/ADV/166853/PDF/166853.pdf","brochureDate":"16 March 2026","brochureUrl":"https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1019350","iapdCompiledDate":null,"retrievedDate":"15 October 2026","retrievedOn":"2026-10-15","updatedOn":"2026-10-22","holdingsUpdatedOn":"2026-10-21","adv1Pages":{},"brochurePages":{}},"otherBusiness":[],"faq":[{"question":"How many clients does Pinnacle Wealth Management Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Pinnacle Wealth Management Partners offer?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Which custodians does Pinnacle Wealth Management Partners use?","answer":"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","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Pinnacle Wealth Management Partners have?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Pinnacle Wealth Management Partners invest in?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Pinnacle Wealth Management Partners?","answer":"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","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Pinnacle Wealth Management Partners get paid?","answer":"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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How do I contact Pinnacle Wealth Management Partners?","answer":"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.","source":"Form ADV Part 1A, Item 1.F, filed 16 March 2026","sourceRef":{"doc":"adv1","section":"offices"}}],"holdings":null,"notice":"Compiled from public SEC Form ADV filings on the dates in `sources`. Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}