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Carson Wealth - Roseville, CA

EST. AUM
$211,075,762

CONTACTS
2

CLIENT ACCOUNTS
767

Firm Details

Metro area Sacramento
CRD Number 315578
Website pinnacle-mgmt.com
Client types

Overview

July 10, 2026: Carson Group acquired Pinnacle Wealth Management, a Roseville, CA-based registered investment advisor, expanding its presence in Northern California. Pinnacle Asset Management, Inc. was founded in 1998 with the goal of assisting its clients in every aspect of their financial lives. The company provides the most personal service available, and has thus earned a reputation for excellence in its industry. For each of its clients, the company strives to help create financial stability and security to provide financial independence.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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