# PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC.

PINNACLE STRATEGIC WEALTH MANAGEMENT, LLC. of KING OF PRUSSIA, PA is an SEC-registered investment adviser.

## Registration

- CRD: 155652
- Type: SEC-registered investment adviser
- SEC file number: 801-131686
- Location: 630 FREEDOM BUSINESS CENTER, THIRD FLOOR, KING OF PRUSSIA, PA, 19406
- Phone: 267-221-6305
- Latest filing: 2026-01-05
- Regulatory AUM: $146.5M
- Discretionary AUM: $146.5M
- Clients: 2
- Accounts: 501

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Michael Anthony Pierson Schimek | OWNER; PARTNER, CCO | — |
| Thomas Marchozzi | OWNER; PARTNER | — |
| Thomas Nmn Marchozzi | PARTNER | — |
| SCHIMEK MICHAEL ANTHONY PEARSON | PARTNER, CCO | — |
| MARCHOZZI THOMAS | PARTNER | — |


## Branch offices (2)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| — | — | 1 | 6105748632 |
| — | — | 1 | 6105748632 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155652/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155652/similar
- Related entities: https://search.stillhousedata.com/firm/155652/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155652

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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.