Pinnacle Peak Wealth Management

Pinnacle Peak Wealth Management (CRD# 305316) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $23,778,325 in 61 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
20715 N. Pima Road, Suite 108, Scottsdale, AZ 85255
https://www.peak-wealth.com
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    61
    ACCOUNTS
  • Average Account Value
    $389,809
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Pinnacle Peak Wealth Management
Showing 1 - 1 of 1 top financial advisors.
1
Roger Bracken, financial advisor Scottsdale AZ
Roger S. Bracken
CRD#: 2792554
20715 N. Pima Road, Suite 108, Scottsdale, AZ 85255

Roger Bracken (CRD# 2792554) is an Investment Advisor Representative working at Pinnacle Peak Wealth Management in Scottsdale, AZ and has over 27 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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