Pinnacle Financial Wealth Management, LLC

Pinnacle Financial Wealth Management, LLC (CRD# 175282) is a financial advisory firm headquartered in Merritt Island, FL. They manage $27,413,000 in 364 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    364
    ACCOUNTS
  • Average Account Value
    $75,310
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NY

Financial Advisors at Pinnacle Financial Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Amy E. Irvine
CRD#: 4868740
1351 N. Courtenay Parkway, Suite Bb, Merritt Island, FL 32953
96
Wealthminder
score

Amy Irvine (CRD# 4868740) is an Investment Advisor Representative working at Pinnacle Financial Wealth Management, LLC in Merritt Island, FL and has over 11 years of experience in the finance industry. Amy Irvine has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Debra L. Ebert
CRD#: 2665013
1351 N. Courtenay Parkway, Suite Bb, Merritt Island, FL 32953
93
Wealthminder
score

Debra Ebert (CRD# 2665013) is an Investment Advisor Representative working at Pinnacle Financial Wealth Management, LLC in Merritt Island, FL and has over 20 years of experience in the finance industry.

3
Kenneth J. New
CRD#: 2836918
1351 N. Courtenay Parkway, Suite Bb, Merritt Island, FL 32953
61
Wealthminder
score

Kenneth New (CRD# 2836918) is an Investment Advisor Representative working at Pinnacle Financial Wealth Management, LLC in Merritt Island, FL and has over 17 years of experience in the finance industry.

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