Pinnacle Wealth Advisors, Llc
- Regulatory AUM
- $550M
- Discretionary
- $513M
- Clients
- 832
- Avg AUM / client
- $661K
- Accounts
- 2,956
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of Jul 16, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 736 | $273M | 49.7% |
| High net worth individuals | 74 | $201M | 36.5% |
| Pooled investment vehicles (non-investment companies) | 1 | $0 | — |
| Pension and profit sharing plans | 18 | $74.0M | 13.5% |
| Charitable organizations | 3 | $2.0M | 0.37% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| American Property Management Retirement Plan Weston Investment Company, Llc Dba American Property Management | 2024 |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Aaron Jacob Christopherson | President / Cco | CFP | Sep 2019 (7y) | 75% or more |
| Randy Earl Gay | Vice President | Sep 2019 (7y) | 10% – 25% | |
| Brian Andrew Timm | Principal | May 2022 (4y) | 10% – 25% | |
| Shawn Joseph Rae | Registered representative | Feb 2023 (3y) | ||
| Rachael Lynn Schweiger | Registered representative | CFP | Feb 2024 (2y) | |
| Ronald Everett Wilkinson | Registered representative | CFP | Feb 2024 (2y) | |
| Tyler Joseph Nagel | Registered representative | Dec 2024 (2y) | ||
| Joshua Robert Keith Gay | Registered representative | Oct 2025 (1y) | ||
| Carl William Marker | Registered representative | Oct 2025 (1y) | ||
| Christopher L Magana | Registered representative | Nov 2025 (1y) | ||
| Daniel Allan Belica | Registered representative | Feb 2026 (0y) | ||
| Steve Foster Haug | Registered representative | Mar 2026 (0y) | ||
| Douglas Paul Kintzinger | Registered representative | Mar 2026 (0y) | ||
| Doris Irene Schroeder | Registered representative | Jun 2026 (0y) | ||
| Michael Aaron Musco | Registered representative | Jun 2026 (0y) |
Undisclosed: 0% – 5% of the firm is not attributable from the filed Schedule A bands.
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.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| American Property Management Retirement Plan | Weston Investment Company, Llc Dba American Property Management | 156 | $11.3M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/16/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
Allegations: WA. ENTERED A CONSENT ORDER WITH PINNACLE WEALTH ADVISORS, INC. (PWA) AND RAYMOND BIRCH ALLEGING THAT BIRCH VIOLATED WA STATE SECURITIES LAW BY OFFERING UNREGISTERED SECURITIES TO ADVISORY CLIENTS. WITHOUT ADMITTING OR DENYING THE ALLEGATION, BIRCH AND PWA AGREED TO CEASE AND DESIST FROM VIOLATING THE ACT, TO PAY $1000 IN INVESTIGATIVE COSTS, AND TO NOT SELL SECURITIES TO WA CLIENTS IN WHICH THEY HELD ANY FORM OF OWNERSHIP. Status: Final Sanction Detail: $1000 PAID TOWARDS INVESTIGATIVE COSTS. Summary: LICENSE RESTRICTION PROHIBITING BIRCH OR PWA FROM SELLING SECURITIES IN WHICH THEY HELD PERSONAL OWNERSHIP.
Disclosure text reproduced verbatim from the firm's own Form ADV filings.
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 pooled investment vehicles
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Sei Investments Distribution Co. $177M (32% of AUM) Jul 2026
- Charles Schwab & Co. $138M (25% of AUM) Jul 2026
- Voya Financial $45.6M (23% of AUM) Jan 2025
- Inspira Financial (F/K/A Millenium Trust) $16.3M (8% of AUM) Jan 2025
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 16, 2026.
View current Form ADV (SEC/IAPD) ↗