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Pinnacle Wealth Management, LLC
Pinnacle Wealth Management, LLC is a Registered Investment Adviser (RIA) headquartered in Roseville, CA. The firm offers comprehensive financial planning and investment management services to individuals, particularly focusing on both high net worth and other individuals. Their approach as an independent advisory firm means they operate on a fee basis and serve their clients as fiduciaries. As of 2025, the firm employs 4 staff members.
Investment Strategy
The firm creates tailored portfolios of securities including stocks, bonds, mutual funds, and exchange traded funds to match clients’ goals. Being independent, they do not manufacture financial products and are not paid commissions, but rather transparent fees for services. As fiduciaries, they prioritize the client’s best interests and select investments based on individual needs and objectives.
Latest 13F Filing Activity
Pinnacle Wealth Management, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $120M. The fund increased holdings in SPDR Series Trust, Abbott Labs, Rocket Lab Corp. among other positions. Pinnacle Wealth Management, LLC reduced exposure to J P Morgan Exchange Traded F, Cadence Design System Inc., Skyward Specialty Ins Group among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PYLD | PIMCO ETF TR | 12.92% | $15.4M | 582,073 | $26.32 | $26.54 | -$485.7K |
J JBND | J P MORGAN EXCHANGE TRADED F | 10.62% | $12.7M | 236,927 | $53.53 | $53.59 | +$2.5M |
J JEPI | J P MORGAN EXCHANGE TRADED F | 5.25% | $6.3M | 110,394 | $57.14 | $56.85 | -$2.9M |
N NVDA | NVIDIA CORPORATION | 4.71% | $5.6M | 35,643 | $47.71 | $157.99 | +$1.9M |
P PLTR | PALANTIR TECHNOLOGIES INC | 4.42% | $5.3M | 38,804 | $39.89 | $136.32 | +$2.1M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
G G Estevein Perkins | Asset Manager | Chicago, IL , United States | |
K Kenyon Lederer | Chief Investment Officer | Roseville, CA , United States | |
T Todd Tindall | Investment Management Consultant, RJFS | Senior Vice President of Investments | Chattanooga, TN , United States |
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