RIA IntelAdvisersArizonaPINNACLE FINANCIAL FREEDOM LLC

PINNACLE FINANCIAL FREEDOM LLC

Advisory

AZ

Data as of Jul 13, 2026 · Source: SEC Form ADV

Average account
$226K
across 90 accounts
AUM per adviser
$20M
1 advisers

Source: SEC Form ADV. Figures as filed Jul 13, 2026.

Total AUM
$20M
1-Year AUM Growth
3-Year CAGR
Employees
1
Assets Under Management
Total AUM$20M
Discretionary AUM$20M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients18
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

VISION FINANCIAL SERVICES, INC
MESA, AZ
$20M
PREDICATE INVESTMENT ADVISORS, LLC
SCOTTSDALE, AZ
$20M
+31.7% 1Y
ECHELON PRIVATE WEALTH LLC
SCOTTSDALE, AZ
$21M
J.A. LAWRENCE WEALTH MANAGEMENT, LLC.
FLAGSTAFF, AZ
$21M
SELEZNOV CAPITAL ADVISORS LLC
SCOTTSDALE, AZ
$20M
-20.0% 1Y
NORTHROCK INVESTMENTS, PLLC
$20M

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