Pinnacle West Asset Management Inc

Overview

Pinnacle West Asset Management Inc is an SEC registered investment adviser based in Casper, WY, registered since 1991. It reports $246M in assets under management across 226 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$246M

Discretionary

100%

Accounts

226

Average account

$1.1M

Employees

3

Advisory reps

3

Registered since

1991

Jurisdictions

1

As reported in the firm's April 2026 filing.

Contact

1 phone number on file

Practice

Services

• Individuals or Small Business
• Portfolio Management for Businesses or Institutional Clients

Client types

• Charities and Non-Profits
• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Percentage of Assets

Executive officers 3 of 4

• Tom R Creager President, Chief Compliance Officer CRD 4353051
• Roger W Wesnitzer Owner CRD 4472812
• Arin B Wesnitzer Chief Compliance Officer CRD 7655028

1 more executive officer, with direct contact details

Advisory reps 3 of 3

• Tom R Creager Investment Adviser Rep CRD 4353051
• Lane Robert Hunsicker Investment Adviser Rep CRD 7015247
• Arin B Wesnitzer Investment Adviser Rep CRD 7655028

Location

Headquarters

152 N Durbin St Ste 400
Casper, WY 82601

County

Natrona

Metro area

Casper, WY

Region

West

Registrations

• SEC registered
• Registered in 1 jurisdiction

Every state, with registration dates

Similar firms near Casper

• Orr, Brad L.Casper, WY$26.9M AUM
• Wyou Financial Strategies, LLCCasper, WY1 reps
• OmnivestCasper, WY1 reps
• Breakthrough Venture Capital LLCCasper, WY
• Justice Settlement Consulting Inc.Casper, WY1 reps