Pinnacle Peak Wealth Management

Pinnacle Peak Wealth Management is an SEC-registered investment adviser in Scottsdale, AZ.

Pinnacle Peak Wealth Management

Pinnacle Peak Wealth Management is an SEC-registered investment adviser in Scottsdale, AZ. The firm manages approximately $31 million in regulatory assets. It has 1 employee and 1 investment adviser.

General information

Firm type

Multi Family Office

Year founded

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AUM

Undisclosed

Location

Region

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Country

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City

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Corporate office

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What services does Pinnacle Peak Wealth Management offer?

Pinnacle Peak Wealth Management provides financial planning, investment management, estate planning, and tax-efficient wealth strategies, operating as a registered investment advisor and multi-family office.

Is Pinnacle Peak Wealth Management a single-family or multi-family office?

The firm is structured as a multi-family office, serving multiple ultra-high-net-worth families rather than a single family dynasty. This model allows it to offer family-office-level services across a broader client base.

Where is Pinnacle Peak Wealth Management located?

The firm operates in the Phoenix metropolitan area, Arizona, focusing on clients in the southwestern United States. Specific office addresses are not publicly disclosed.

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