Pinion Wealth Management, LLC
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
FINTRXOverview
Pinion Wealth Management, LLC is an independent, SEC‑registered registered investment adviser formed in 2004 and organized as an LLC. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its fee arrangements include assets‑under‑management percentages as well as hourly and fixed fees. Core advisory services listed by the firm are financial planning, discretionary portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers. The firm does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds52%
- Exchange Traded Equities16%
- US Government Bonds11%
- Investment Grade Corp Bonds10%
- Cash & Cash Equivalents8%
Contacts
3 of 8
Jordan Brenner
Financial AdvisorCRD 7078475
Sheryl Meyer
Financial AdvisorCRD 2997529
Dari Basore
Wealth Management ConsultantCRD 4500776
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 104Active vs passive
$435M in ETFs
68%
$295M
22%
$140M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $96.6M | 140,626 | 22.23% |
Location
Wichita, KS
Sedgwick
Location
Wichita, KS
Headquartered in Wichita, KS, anchoring the Wichita-Winfield, KS metro in the Midwest.
- Metro area
- Wichita-Winfield, KS
- Region
- Midwest
- County
- Sedgwick
- Address
- 1605 N Waterfront Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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