About Pinnacle Wealth, LLC
Pinnacle Wealth, LLC is a leading financial advisory firm based in Sioux Falls, South Dakota, dedicated to guiding clients on their journey to true wealth. The firm specializes in comprehensive financial planning, investment management, retirement planning, estate planning, and tax planning. Pinnacle Wealth helps individuals and families align their financial strategies with their personal values and life goals, ensuring a purpose-driven approach to wealth management. Their team of experienced advisors acts as a financial guide, accountability partner, and advocate, helping clients navigate complex financial decisions with clarity and confidence. With a focus on long-term relationships, Pinnacle Wealth is committed to helping clients build and preserve wealth, prepare for retirement, and secure their legacy. They offer personalized private client services for those with highly complex financial needs, employing time-tested investment strategies and proactive tax review by their in-house CPA team. Pinnacle Wealth serves clients primarily within Sioux Falls, SD, and surrounding areas, providing essential services to ensure financial well-being and freedom.
Website: https://www.pinnaclewealth.com/
Office Locations
- Sioux Falls, SD (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $181.7M
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| MEBA PENSION TRUST-DEFINED BENEFIT PLAN | BOARD OF TRUSTEES, MEBA PENSION TRUST-DEFINED BENEFIT PLAN, MD | $925M | 2,436 |
| WITHUMSMITH+BROWN 401(K) EMPLOYEE SAVINGS PLAN | WITHUMSMITH+BROWN PC, NJ | $326M | 1,995 |
| PENSION PLAN OF THE IUOE LOCAL 137 137A 137B 137C 137R, AFL-CIO | BD OF TRUSTEES PENSION PLAN OF THE IUOE 137 137A 137B 137C 137R AFLCIO, NY | $270M | 608 |
| I.U.O.E. ANNUITY FUND LOCAL 137,137A,137B,137C, AND 137R | BOARD OF TRUSTEES I.U.O.E. ANNUITY LOCAL 137 137A 137B 137C 137R, NY | $253M | 717 |
| AMPEX CONSOLIDATED RETIREMENT PLAN | AMPEX CORPORATION, CT | $109M | — |
| THE ARGENT WEALTH PEP | PLAN PROFESSIONALS, LLC, NJ | $52M | 1,752 |
| MS AGC MEP 401(K) PLAN | ASSOCIATED GENERAL CONTRACTORS OF MISSISSIPPI, MS | $43M | 1,453 |
| OPENSESAME 401K PLAN | OPENSESAME, INC., TX | $21M | 217 |
| AMERICAN PROPERTY MANAGEMENT RETIREMENT PLAN | WESTON INVESTMENT COMPANY, LLC DBA AMERICAN PROPERTY MANAGEMENT, OR | $11M | 156 |
| MACKIN & SON AUTOMOTIVE, INC. PROFIT SHARING PLAN | MACKIN & SON AUTOMOTIVE, INC., WA | $5M | 128 |