SourcingSourcing

PINNACLE WEALTH MANAGEMENT PARTNERS, INC.

B58
CRD 166853·SEC 801-125967·BRIGHTON, MI
AUM
$118.1M
$100M-$500M
Est. Revenue
$1.2M
@ 1% on AUM
Est. EBITDA
$354K
@ 30% margin
Est. Deal Value
$2.8M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINNACLE WEALTH MANAGEMENT PARTNERS, INC.
CRD
166853
SEC file #
801-125967
EIN
—
DBA names
Pinnacle Wealth Management, Inc.

Economics

AUM
$118.1M
AUM band
$100M-$500M
AUM trajectory
'23'26
$120.3M → $118.1M▼ -2%
Client mix
Individuals Other201
Individuals High Net Worth70

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'23'26
6 advisors → 4 advisors▼ -33%
Primary office
BRIGHTON MI
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingEducational Seminars Workshops
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/16/2026
ADV-W filed at
—
Website
pinnaclewealthonline.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PERRI, ANDREW, SAMUEL
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PERRI, ANDREW, SAMUEL
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PINNACLEWEALTHONLINE.COM
Rdap Domain Creation Date
2004-01-07T20:37:26Z
Rdap Firm Age Years
22
Rdap Firm Age Band
20+y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.4059
Soi Zip Pct 200k Plus
0.1483
Soi Zip Returns 200k Plus
1,600
Soi Zip Total AGI
1,297,797
Fdic Zip Total Deposits
1,400,113,000
Fdic Zip Branch Count
31
Fdic Zip Top Banks
Comerica Bank
PNC Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Goldman Sachs2
Folio Institutional1
Fdic Zip Branches Raw
Citizens BankBrighton, MI
Citizens BankBrighton, MI
Fdic Zip HHI
4257.68
Fdic Zip Top Bank Share Pct
58.55
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2028-01-07T20:37:26Z
Rdap Domain Last Changed
2022-09-02T13:31:13Z
Rdap Nameservers
Ns49.domaincontrol.comNs50.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI27,097
Returns2,520
Stub 2
AGI60,077
Returns1,630
Stub 3
AGI73,907
Returns1,190
Soi Zip Total Business Income
38,006
Soi Zip Total Cap Gains
50,998
Soi Zip Total Dividends
27,901
Soi Zip Total Returns
10,790
Top Owner CRD
2801727
Trust Company Affiliate
No

People (4)

4
PERRI, ANDREW, SAMUEL
IAR · Direct Owner · 87.5%
2801727
MARK ALLEN WOJNO
IAR
5623841
EVE GAISER
IAR
6182172
PAUL MATTHEW DAY
IAR
6525708