PINNACLE WEALTH ADVISORS, LLC
C20
CRD 117517·SEC 801-116763·CLACKAMAS, OR
AUM
$549.7M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.6M
@ 30% margin
Est. Deal Value
$13.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $111.6M
'21 · $134.7M
'22 · $161.3M
'23 · $183.4M
'25 · $461.4M
'26 · $549.7M
'20'26
$111.6M → $549.7M▲ +393%
Client mix
| Individuals Other | 736 |
| Individuals High Net Worth | 74 |
| Pension Profit Sharing Plans | 18 |
| Charitable Organizations | 3 |
| Pooled Investment Vehicles | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 4 advisors
'21 · 4 advisors
'22 · 4 advisors
'23 · 4 advisors
'25 · 9 advisors
'26 · 14 advisors
'20'26
4 advisors → 14 advisors▲ +250%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — pooled vehiclesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (8)
Everything else we've pulled for this record, not yet curated into a section.