WEALTH PINNACLE, INC.

WEALTH PINNACLE, INC. is an SEC-registered investment adviser (CRD 144219). Regulatory assets under management: $4.1M.

Registration

• CRD: 144219
• Type: Registered investment adviser
• Phone: 937-329-4000
• Latest filing: 2026-03-25
• Regulatory AUM: $4.1M
• Discretionary AUM: $4.1M
• Clients: 1
• Accounts: 12

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 144219 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search