P

Pinnacle West Asset Management Inc

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Client assets under management

$216,499,783

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Clients

85

54% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

43

Typical

Average account size

$2,547,056

About

Pinnacle West Asset Management provides discretionary investment management and research for individuals, families, trusts, business entities, charitable foundations, and retirement plans, overseeing roughly $246 million across about 85 client accounts. The firm constructs custom portfolios for each client and centers its services on tailored asset‑allocation models and ongoing portfolio management for individual and high‑net‑worth households.

The firm’s investment approach is long‑term and buy‑and‑hold, emphasizing disciplined asset allocation, large‑capitalization equity selection, and laddered fixed‑income holdings while generally avoiding leverage. Client engagements begin with a memorandum of understanding and the firm typically manages accounts on a fully discretionary basis and does not accept client‑imposed restrictions on securities.

Pinnacle West is distinctive for its formal referral relationships with local accounting firms, specifically noting a significant relationship with CPA Consulting Group LLP, and for principals with extensive public‑accounting backgrounds, including a CPA who serves as the firm’s Chief Compliance Officer, which informs coordination on tax and accounting matters. The firm also routinely directs smaller allocations to exchange‑traded index shares when appropriate, reflecting its emphasis on large‑cap equities and individualized portfolio construction.

Client services

Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

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Fee options

Percentage

Cash and cash equivalents+: .25% Fixed income securities+: .25% Equity securities+: 1.00% Equity income securities+: 1.00% Exchange traded index shares+: .50% Mutual funds+: .50%

Other

Account minimum: $500,000 Minimum fee: $100 per household annually

Main office location

Pinnacle West Asset Management Inc

152 N. Durbin Street, Suite 400

Casper WY 82601, United States

Number of offices

1

Most active in

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Wyoming

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

307-235-3300

Advisors at this firm

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Arin W

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Arin Wesnitzer is a financial advisor at Pinnacle West Asset Management Inc in Casper, WY, holding a Series 65 designation with three years of industry experience. Prior to joining Pinnacle West Asset Management in 2022, Wesnitzer held positions at Centennial Woods LLC, True Companies, and the University of Wyoming. Pinnacle West Asset Management is an SEC-registered investment management and research firm serving individuals, families, trusts, business entities, charitable foundations, and pension and profit-sharing plans. The firm manages approximately $229.5 million across about 88 client relationships, focusing on a disciplined, long-term buy-and-hold investment strategy centered on strategic asset allocation and customized portfolios.

Wealth management Passive / index investing Active portfolio management
user avatar

Lane H

Series 65

Casper, WY

Pinnacle West Asset Management Inc

Lane Hunsicker is a financial advisor at Pinnacle West Asset Management Inc with seven years of industry experience. He holds a Series 65 designation and has worked at Pinnacle West since 2018. Prior to his advisory role, he taught at the University of Wyoming and has longstanding teaching roles at Natrona County High School and CY Junior High. Pinnacle West Asset Management is an SEC-registered firm that provides discretionary portfolio management to individuals, families, trusts, and various entities, managing approximately $229.5 million across about 88 client relationships. The firm follows a disciplined, long-term buy-and-hold investment philosophy focused on strategic asset allocation and customized portfolios, with a notable integration of accounting expertise among its principals.

Wealth management Passive / index investing Active portfolio management
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