Pinnacle Peak Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$31,229,517
Total clients
23
74% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
23
Average account size
$1,357,805
About
Pinnacle Peak Wealth Management is an independent, single-advisor registered investment adviser serving individuals and high‑net‑worth individuals with financial planning and portfolio management. The firm offers both broad-based and modular planning on topics such as retirement, tax strategies, education funding, estate and divorce planning, plus investment consultation and ongoing supervision of client accounts totaling about $31.2 million across 23 clients.
Engagements begin with an initial interview and result in a written financial plan and customized investment guidelines; scheduled portfolio reviews are conducted at least quarterly and clients retain discretion over implementation choices. Investment management is grounded in Modern Portfolio Theory with fundamental analysis, using diversified allocations to domestic and international equities, fixed income, mutual funds, ETFs and individual equities, and most assets are managed on a discretionary basis.
Notable features disclosed in the brochure include offering financial planning sessions without a separate charge and maintaining a relatively small client roster with a higher average account size, which differs from the typical non‑HNW focus of many solo independent advisers. The firm also documents a custodial arrangement that channels accounts through a recommended custodian with its order‑routing practices, prepares its own quarterly performance reports, and is temporarily dually registered to facilitate client transitions.
Client services
Expertise
Fee options
$0 - $499,999: 1.00% $500,000 - $999,999: 0.90% $1,000,000 - $2,999,999: 0.80% $3,000,000+: 0.60%
Main office location
Pinnacle Peak Wealth Management
20715 N. Pima Road, Suite 108
Scottsdale AZ 85255, United States
Number of offices
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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