PINNACLE PEAK WEALTH MANAGEMENT

PINNACLE PEAK WEALTH MANAGEMENT of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 305316). Regulatory assets under management: $31.2M.

Registration

• CRD: 305316
• Type: Registered investment adviser
• Location: 20715 N. PIMA ROAD, SCOTTSDALE, AZ, 85255
• Phone: 602-510-3833
• Latest filing: 2026-01-15
• Regulatory AUM: $31.2M
• Discretionary AUM: $31.2M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM.

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 305316 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search