# Pinnacle Wealth Management Group

Pinnacle Wealth Management Group is a Bank / Wealth / Trust based in Plymouth, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Plymouth, United States
- **Region:** North America
- **Address:** Plymouth, MN, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** pwmgi.com
- **LinkedIn:** https://www.linkedin.com/company/pinnacle-wealth-management-mi

## Regulatory record

- **CRD number:** 281935
- **SEC file number:** 801-113407
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/281935

## About

Founded in 2016, Pinnacle Wealth Management Group set up in Plymouth, Minnesota, entering a competitive regional market for registered investment advisors. The firm serves individuals, families, and business entities, offering a suite of services that includes asset management, financial planning, and portfolio construction. Plymouth sits within the Twin Cities metro area, a dense geography for wealth management talent drawing from the corporate and healthcare ecosystems of Minneapolis and St. Paul. The firm's advisory model appears centered on retail wealth management and financial planning, the dominant format for RIAs of its profile in the Upper Midwest. The region's client base frequently derives wealth from nearby medical device manufacturers, food and agriculture conglomerates, and the broader Fortune 500 cluster headquartered in the Twin Cities. Pinnacle's scale remains undisclosed. No adjacent philanthropic vehicles or specialized operating companies are publicly associated with the firm, and it maintains no known club-deal or co-investment structures typical of multi-family offices — consistent with a retail-focused RIA serving mass-affluent and high-net-worth households rather than institutional or ultra-high-net-worth family-office mandates. Structurally, Pinnacle differs from larger consolidated RIAs by appearing to operate as a standalone entity without a known aggregator roll-up behind it.

## Questions

### Who runs Pinnacle Wealth Management Group?

Pinnacle Wealth Management Group does not publicly name its principals on its website or LinkedIn presence. Typical firms of this size and age in the Twin Cities market are led by one or two founding advisors who broke away from larger wirehouses or regional banks to form an independent RIA. Identifying the specific managing principal requires direct contact with the firm.

### How does Pinnacle Wealth Management Group charge for its services?

Pinnacle does not disclose its fee schedule publicly, but as an SEC-registered investment advisor, it files a Form ADV Part 2A brochure that details compensation methods. Midwestern RIAs of its profile commonly charge an asset-under-management fee, sometimes alongside hourly or flat-fee planning retainers. The enforceable disclosure resides in its regulatory filings.

### Is Pinnacle Wealth Management Group affiliated with any larger financial institution?

Pinnacle operates as an independent registered investment advisor and does not publicly disclose a parent company, aggregator relationship, or broker-dealer affiliation. The firm's website domain and public records indicate a standalone practice, though interlocking ownership with local accounting or legal firms — a common arrangement among Twin Cities advisors — cannot be ruled out without further disclosure.

## Related profiles

- [Pinnacle Wealth Management](https://altss.com/profile/pinnacle-wealth-management)
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Last updated: 2026-08-11T02:43:31.692Z

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