RIA Intel›Advisers›Arizona›PINNACLE PEAK WEALTH MANAGEMENT LLC

PINNACLE PEAK WEALTH MANAGEMENT LLC

Advisory

SCOTTSDALE, AZ

Data as of Jan 15, 2026 · Source: SEC Form ADV

Average account

$548K

across 57 accounts

AUM per adviser

$31M

1 adviser

Source: SEC Form ADV. Figures as filed Jan 15, 2026.

Total AUM

$31M

Discretionary %

100%

Clients

23

Employees

1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$31M

Discretionary AUM$31M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients23

Team

Total Employees1

Investment Advisers1

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

23 clients

17 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in AZ

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

INSYMPHONY CAPITAL ADVISORS, LLC

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GREEN PARTNERS, LLC

$31M

FIRSTLINE FINANCIAL LLC

GILBERT, AZ

$32M

THE PLANNING ASSOCIATES, INC.

PHOENIX, AZ

$32M

CONSCIENT CAPITAL LLC

$30M

+11.4% 1Y

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