# Pinnacle Strategic Wealth Management, LLC.

> Pinnacle Strategic Wealth Management, LLC. is an SEC-registered investment advisory firm in King of Prussia, PA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated October 1, 2026.

- CRD: 155652
- Filed as: PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: King of Prussia, PA
- Filing period: October 2026
- Form ADV filing dated: October 1, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/155652
- AdvisorCensus page: https://advisorcensus.com/firm/pinnacle-strategic-wealth-management-llc-king-of-prussia-pa-155652

## Quick answers

**How is Pinnacle Strategic Wealth Management, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Pinnacle Strategic Wealth Management, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Pinnacle Strategic Wealth Management, LLC. charge?**
Its Form ADV Part 2A brochure dated May 28, 2025 states: Hourly rate: $150 to $500 an hour (Financial Planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Pinnacle Strategic Wealth Management, LLC. located?**
Pinnacle Strategic Wealth Management, LLC.'s principal office is in King of Prussia, PA, according to its Form ADV.

**Is Pinnacle Strategic Wealth Management, LLC. registered with the SEC or a state?**
Pinnacle Strategic Wealth Management, LLC. is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 155652.

**How much does Pinnacle Strategic Wealth Management, LLC. manage?**
Pinnacle Strategic Wealth Management, LLC. reports $146,485,000 in regulatory assets under management in its Form ADV filing dated October 1, 2026 (100% discretionary).

**How have Pinnacle Strategic Wealth Management, LLC.'s assets and staff changed since 2025?**
In the Form ADV data for Pinnacle Strategic Wealth Management, LLC.: Regulatory assets under management: $122,160,000 in the October 2025 data and $146,485,000 in the October 2026 data, up 20%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pinnacle Strategic Wealth Management, LLC. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (501).

**Does Pinnacle Strategic Wealth Management, LLC. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/155652

**Does Pinnacle Strategic Wealth Management, LLC. state an account minimum?**
Its Form ADV Part 2A brochure dated May 28, 2025 says: "There are currently no minimums required to open and maintain an account with Pinnacle Strategic Wealth Management, LLC."

**What changed in Pinnacle Strategic Wealth Management, LLC.'s recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $122,160,000 to $146,485,000 (+20%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated May 28, 2025)

- Account minimum: None

> There are currently no minimums required to open and maintain an account with Pinnacle Strategic Wealth Management, LLC.

- Hourly rate: $150 to $500 an hour (Financial Planning services)

> On an hourly basis, ranging from $150 - $500 per hour, depending on the nature and complexity of each client's circumstances.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Regulatory assets under management (Item 5.F)
- Total: $146,485,000
- Discretionary: $146,485,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| High net worth individuals | 501 | $146,485,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pswmadvisors.com](https://pswmadvisors.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $122,160,000 | 2 | May 28, 2025 |
| October 2026 | $146,485,000 | 2 | October 1, 2026 |

Regulatory assets under management: $122,160,000 in the October 2025 data and $146,485,000 in the October 2026 data, up 20%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $122,160,000 to $146,485,000 (+20%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinnacle Strategic Wealth Management, LLC. (CRD 155652): Form ADV filing data as of October 2026.