Wealth manager, wrap-program sponsor · Plymouth, MI
Pinnacle Wealth Management Group, Inc.
SEC-registered investment adviser · CRD 281935 · SEC 801-113407
At a glance
Pinnacle Wealth Management Group, Inc. is an SEC-registered investment adviser based in Plymouth, Michigan, with $244 million in regulatory assets under management as of its Form ADV filed September 25, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 203 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 5,088th of 8,915 wealth managers and 11,217th of 17,210 SEC-registered advisers by assets.
Main office 734-667-5581pwmgi.comLinkedInAs filed on Form ADV
- Regulatory AUM
- $244M
- Rank among wealth managers
- #5,088 of 8,915
- Rank among all SEC RIAs
- #11,217 of 17,210
- Rank in Michigan
- #198 of 305
- Individual clients
- 203
- High-net-worth clients
- 79
- Accounts
- 618
- Discretionary
- 100% of AUM
- Employees
- 4
- Advisory staff
- 4
- Offices
- 1
Owners and executives on its Form ADV
- Daniel A. CestaShareholder/cco
Custody and brokerage
Broker-dealer
Hybrid RIA
Pinnacle Wealth Management Group, Inc. is a hybrid RIA: 2 of its employees are also registered representatives of a broker-dealer. It reports a broker-dealer among its affiliates on Form ADV.
Its Form ADV brochure (filed September 2026) names Private Client Services as the broker-dealer its advisers are registered with.
OTHER SECURITIES COMPENSATION Our associates are registered representatives of Private Client Services, member FINRA/SIPC.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 79 | $192M | 79% |
| Individuals | 124 | $50M | 21% |
| Corporations or other businesses | 2 | $1M | <1% |
| Pension and profit sharing plans | 4 | $0M | <1% |
Disciplinary disclosures
Pinnacle Wealth Management Group, Inc. reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗pwmgi.com ↗
AtlasMembers
The full record on Pinnacle Wealth Management Group, Inc.
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, 8 years of filings
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- Growth over one, three and five years
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- Rank against 6,315 peers of its type and size
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- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
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- Filing changes this year, with alerts
- 1Locked
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Background
Questions
How much does Pinnacle Wealth Management Group, Inc. manage?
Pinnacle Wealth Management Group, Inc. reports $244 million in regulatory assets under management across 618 accounts, 100% of it on a discretionary basis, on its Form ADV filed September 25, 2026.
What kind of firm is Pinnacle Wealth Management Group, Inc.?
Pinnacle Wealth Management Group, Inc. is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Pinnacle Wealth Management Group, Inc.’s clients?
By assets, its largest client types are high-net-worth individuals ($192 million, 79 clients); individuals ($50 million, 124 clients); corporations or other businesses ($764,950, 2 clients).
Does Pinnacle Wealth Management Group, Inc. have any disciplinary history?
Pinnacle Wealth Management Group, Inc. reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Pinnacle Wealth Management Group, Inc.’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-09-25), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →