WITHUM WEALTH MANAGEMENT

Legal name: PINNACLE WEALTH MANAGEMENT ADVISORY GROUP, LLC

CRD 158332File 801-72657

APPROVED

Retail clients

Custody

Filing as of Mar 22, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.34B

Top 25% of cohort (national)

Discretionary AUM

$2.34B

Clients

798

1,956 accounts

Employees

Top 25% of cohort in NJ

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: NYRO
Registration date: Aug 12, 2011
Principal office: 47 RECKLESS PLACE, RED BANK, NJ, 07701
Phone: 732-450-0147
Website: HTTP://WWW.WITHUMWEALTH.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.34B
Discretionary AUM: $2.34B
Non-discretionary AUM: $0
Discretionary accounts: 1,956
Non-discretionary accounts: 0
Total accounts: 1,956
AUM per client: $2.9M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	27	$177.4M
Insurance companies	Fewer than 5	$8.7M
Charitable organizations	9	$15.3M
High net worth individuals	688	$2.12B
Pension and profit sharing plans	7	$5.2M
Individuals (other than high net worth individuals)	67	$12.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.