# Wealth Pinnacle, Inc.

> Wealth Pinnacle, Inc. is a state-registered investment advisory firm, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 25, 2026.

- CRD: 144219
- Filed as: WEALTH PINNACLE, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 25, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/144219
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-pinnacle-inc-144219

## Quick answers

**How is Wealth Pinnacle, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Pinnacle, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Wealth Pinnacle, Inc. registered with the SEC or a state?**
Wealth Pinnacle, Inc. is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 144219.

**How much does Wealth Pinnacle, Inc. manage?**
Wealth Pinnacle, Inc. reports $4,107,000 in regulatory assets under management in its Form ADV filing dated March 25, 2026 (100% discretionary).

**What types of clients does Wealth Pinnacle, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (3); individuals (other than high net worth individuals) (1); corporations or other businesses not listed above (1).

**Does Wealth Pinnacle, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/144219

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $4,107,000
- Discretionary: $4,107,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $40,000 |
| High net worth individuals | 3 | $3,926,000 |
| Corporations or other businesses not listed above | 1 | $141,000 |

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

### Firm details
- Registered since: 2016 (10 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealthpinnacle.com
- Facebook @gary.downie1
- Facebook @wealthpinnacle
- LinkedIn @downie
- X @GaryDownie
- X @wepinn

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Pinnacle, Inc. (CRD 144219): Form ADV filing data as of October 2026.