# PINNACLE PRIVATE WEALTH, LLC

PINNACLE PRIVATE WEALTH, LLC of BURLINGTON, MA is an SEC-registered investment adviser.

## Registration

- CRD: 170315
- Type: SEC-registered investment adviser
- SEC file number: 801-107018
- Location: 200 SUMMIT DRIVE, 4TH FLOOR, SUITE 420, BURLINGTON, MA, 01803
- Phone: 781-932-1044
- Latest filing: 2022-04-22
- Regulatory AUM: $820.3M
- Discretionary AUM: $518.2M
- Non-discretionary AUM: $302.0M
- Clients: 17
- Accounts: 1,975

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| COTTON DANIEL JAY | MANAGING PARTNER / CHIEF COMPLIANCE OFFICER | — |
| DUDLEY MYLES JUSTIN | MANAGING PARTNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/170315/brochure
- Similar advisers: https://search.stillhousedata.com/firm/170315/similar
- Related entities: https://search.stillhousedata.com/firm/170315/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/170315

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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.