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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PINNACLE WEALTH MANAGEMENT, INC.

PINNACLE WEALTH MANAGEMENT PARTNERS, INC., CRD 166853

BRIGHTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04e341d0-d226-c1dd-9f64-52cbaae33f48

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: May 26, 2022 to Mar 16, 2026
6 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $118MItem 5.F on the latest filing (2026-03-16); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $118M
Private client RAUM: $118MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 4
RAUM per advisor: $29.5Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 4
Advisory employees: 4
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 712
Individual clients: 201
High net worth clients: 70
SEC number: 801-125967
CRD: 166853
Filings on the tape: 6
First filed: May 26, 2022
Latest filed: Mar 16, 2026
Organised: Corporation, MI
Website: pinnaclewealthonline.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
EVE GAISER	n/a	BRIGHTON, MI	10	13	n/a	no
ANDREW SAMUEL PERRI	n/a	BRIGHTON, MI	9	29	1	no
MARK ALLEN WOJNO	n/a	BRIGHTON, MI	1	40	2	no
PAUL MATTHEW DAY	n/a	BRIGHTON, MI \| Brighton, MI	1	11	3	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
PERRI, ANDREW, SAMUEL	PRESIDENT AND CHIEF COMPLIANCE OFFICER	E	yes	08/2009	May 26, 2022	Mar 21, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MARK WOJNO	n/a	n/a	n/a	N	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Brighton	Mi	United States	2	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 16, 2026	$118M	$118M	4	4	0	n/a	n/a
2024	Mar 12, 2025	$122M	$122M	6	3	0	n/a	n/a
2023	Mar 21, 2024	$131M	$131M	8	5	1	n/a	n/a
2022	Mar 20, 2023	$113M	$113M	5	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$118M	$122M	-3.1%	$113M	1.6%	4	6	0	0

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
PKS ADVISORY SERVICES, LLC	2	Jan 24, 2025	Jan 27, 2025	BRIGHTON, MI	Team lift out	RIA to RIA	40.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
WOODBURY FINANCIAL SERVICES, INC.	2	Aug 12, 2019	Aug 14, 2019	BRIGHTON, MI	Team lift out	Ibd to RIA	0.2%

Relationships

Registered with (9)

← PAUL MATTHEW DAYAdvisorregistration: current employment
Jul 7, 2025 to presentfactForm ADV
← MARK ALLEN WOJNOAdvisorregistration: current employment
Jan 1, 2025 to presentfactForm ADV
← ANDREW SAMUEL PERRIAdvisorregistration: current employment
Oct 17, 2016 to presentfactForm ADV
← EVE GAISERAdvisorregistration: current employment
Jan 22, 2016 to presentfactForm ADV
← CHERI YOUNGAdvisorregistration: previous registration
Aug 14, 2019 to Jan 24, 2025factForm ADV
← MARK CHARLES YOUNGAdvisorregistration: previous registration
Aug 14, 2019 to Jan 24, 2025factForm ADV
← STEVEN GEORGE BROWNAdvisorregistration: previous registration
Sep 24, 2020 to Apr 6, 2022factForm ADV
← PHILIP CHARLES GRIMMAdvisorregistration: previous registration
Mar 13, 2017 to Feb 5, 2018factForm ADV
← NADINE M BURNSAdvisorregistration: previous registration
Jun 17, 2013 to Jul 16, 2013factForm ADV

Moved with (2)

→ PKS ADVISORY SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Jan 24, 2025 to Jan 27, 2025factForm ADV
← WOODBURY FINANCIAL SERVICES, INC.Registered adviser2 advisors, team lift out, same day
Aug 12, 2019 to Aug 14, 2019factForm ADV

Controls (1)

← PERRI, ANDREW, SAMUELOwnerPRESIDENT AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
May 26, 2022 to Mar 21, 2024factForm ADV

Dated events

Occurred
Jan 24, 2025
Team lift-out
2 advisors left Pinnacle Wealth Management, Inc. (Brighton, MI) for Pks Advisory Services, LLC on the same day
Form ADVobserved 4 days ago
2 advisors
Occurred
Jan 24, 2025
Advisor changed firm
Mark Charles Young left Pinnacle Wealth Management, Inc. for Pks Advisory Services, Llc (registered 2025-01-27)
Form ADVobserved 5 days ago
Occurred
Jan 24, 2025
Advisor changed firm
Cheri Young left Pinnacle Wealth Management, Inc. for Pks Advisory Services, Llc (registered 2025-01-15)
Form ADVobserved 5 days ago
Occurred
May 26, 2022
First Form ADV filing
Pinnacle Wealth Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Apr 6, 2022
Advisor changed firm
Steven George Brown left Pinnacle Wealth Management, Inc. for Precision Vector Financial (registered 2022-09-08)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04e341d0-d226-c1dd-9f64-52cbaae33f48
First observed: May 26, 2022
Last observed: Mar 16, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PINNACLE WEALTH MANAGEMENT, INC.

PINNACLE WEALTH MANAGEMENT PARTNERS, INC., CRD 166853

BRIGHTON, MI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04e341d0-d226-c1dd-9f64-52cbaae33f48

Data as of Mar 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

EVE GAISER

n/a

BRIGHTON, MI

n/a

ANDREW SAMUEL PERRI

n/a

BRIGHTON, MI

MARK ALLEN WOJNO

n/a

BRIGHTON, MI

PAUL MATTHEW DAY

n/a

BRIGHTON, MI | Brighton, MI

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

PERRI, ANDREW, SAMUEL

PRESIDENT AND CHIEF COMPLIANCE OFFICER

yes

08/2009

May 26, 2022

Mar 21, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MARK WOJNO

n/a

City

State

Country

Employees

Also broker-dealer

Brighton

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 16, 2026

$118M

n/a

2024

Mar 12, 2025

$122M

n/a

2023

Mar 21, 2024

$131M

n/a

2022

Mar 20, 2023

$113M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$118M

$122M

-3.1%

$113M

1.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

PKS ADVISORY SERVICES, LLC

Jan 24, 2025

Jan 27, 2025

BRIGHTON, MI

Team lift out

RIA to RIA

40.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

WOODBURY FINANCIAL SERVICES, INC.

Aug 12, 2019

Aug 14, 2019

BRIGHTON, MI

Team lift out

Ibd to RIA

0.2%