PS
Pinnacle Strategic Wealth Management, Llc.
SEC-registered
Insurance-Affiliated · Small ($100M–$1B)
CRD 155652
· SEC file 801-131686
· King Of Prussia, PA
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ADV data as of Jan 05, 2026
- Regulatory AUM
- $146M
- Discretionary
- $146M
- Clients
- 501
- Avg AUM / client
- $292K
- Accounts
- 501
- Employees
- 2
AUM over time
$122M
$146M
Nov 22, 2024
Jan 5, 2026
Reported AUM from Form ADV filings, plotted by filing date · as of Jan 05, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 501 | $146M | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Michael Anthony Pierson Schimek | Partner, Cco | CFP | Oct 2010 (16y) | 50% – 75% |
| Thomas Marchozzi | Partner | Oct 2010 (16y) | 50% – 75% |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 01/05/2026 | 1.15 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jan 05, 2026.
View current Form ADV (SEC/IAPD) ↗