PINION WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2004

Total AUM

$837M

Discretionary

$774M

93% of AUM

Avg account

$524K

Accounts

1,599

Employees

Advisory reps

Firm details

Headquarters: WICHITA, Kansas
CRD number: 114556
Registered since: July 2, 2004
Website: www.pinionwealth.com
Custodians: CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI51.06%
Corporations / Businesses36.91%
Individuals10.51%
Pension & Profit Sharing Plans0.78%
Charitable Organizations0.74%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Pinion Wealth Management, LLC is an independent registered investment adviser that provides financial planning and portfolio management services to individuals, families and institutional clients. Founded in 2004 and organized as an LLC, the firm acts as a capital allocator and also performs selection-of-other-advisers work, indicating it places client capital with third‑party managers in addition to managing portfolios directly. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine percentage-of-AUM billing with hourly and fixed-fee engagements. The firm lists multiple industry affiliations including broker-dealer and insurance-company relationships, and it does not position itself as an ESG-focused manager.