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PINNACLE WEALTH MANAGEMENT GROUP, INC.
CRD 281935File 801-113407
APPROVED
Retail clients
Filing as of Mar 26, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$243.7M
Below cohort median (national)
Discretionary AUM
$243.5M
Non-discretionary $231K
Clients
209
618 accounts
Employees
4
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 8, 2018
- Principal office
- 849 PENNIMAN SUITE 201, PLYMOUTH, MI, 48170
- Phone
- 734-667-5581
- Website
- HTTP://WWW.PWMGI.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $243.7M
- Discretionary AUM
- $243.5M
- Non-discretionary AUM
- $231K
- Discretionary accounts
- 617
- Non-discretionary accounts
- 1
- Total accounts
- 618
- AUM per client
- $1.2M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 2 | $765K |
| High net worth individuals | 79 | $192.4M |
| Pension and profit sharing plans | Fewer than 5 | $403K |
| Individuals (other than high net worth individuals) | 124 | $50.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This 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.