# PINNACLE WEALTH MANAGEMENT, INC.

PINNACLE WEALTH MANAGEMENT, INC. of WEST CHESTER, OH is an SEC-registered investment adviser.

## Registration

- CRD: 121065
- Type: SEC-registered investment adviser
- SEC file number: 801-63327
- Location: 9100 WEST CHESTER TOWNE CENTRE DRIVE, SUITE 225, WEST CHESTER, OH, 45069
- Phone: 513-874-4440
- Latest filing: 2021-01-26
- Regulatory AUM: $502.8M
- Discretionary AUM: $501.1M
- Non-discretionary AUM: $1.7M
- Clients: 7
- Accounts: 449

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| WALSH WILLIAM EDWARD | DIRECTOR | — |
| SANDERS MICHELLE LEE | TREASURER | — |
| SIMS JEFFREY SCOTT | DIRECT OWNER; PRESIDENT & CEO; PRESIDENT, CEO (+3 more) | — |
| BARTON ANNA CAROL | VICE PRESIDENT & TREASURER; VICE PRESIDENT/TREASURER; VICE PRESIDENT/TREASURER/CHIEF COMPLIANCE OFFICER | — |
| BRUNS ANTHONY JOSEPH | VICE PRESIDENT & SECRETARY | — |
| EDWARDS WILLIAM GLENN | EXECUTIVE VICE PRESIDENT, DIRECTOR | — |
| O'CONNOR NEIL JOHN | DIRECTOR | — |
| HAZELBAKER THOMAS DEAN | TREASURER, DIRECTOR | — |
| COBURN CARL | DIRECTOR | — |
| VENTURELLA JOHN J | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121065/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121065/similar
- Related entities: https://search.stillhousedata.com/firm/121065/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121065

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.