Pinion Wealth Management, LLC

RIASEC RegisteredEst. 2004
Total AUM
$837M
Discretionary
$774M
93% of AUM
Avg account
$524K
Accounts
1,599
Employees
12
Advisory reps
8

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, 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

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 52%, Exchange Traded Equities 16%, US Government Bonds 11%, Investment Grade Corp Bonds 10%, Cash & Cash Equivalents 8%, Private Funds 2%, State & Local Bonds 1%52%
  • Public Funds/Mutual Funds52%
  • Exchange Traded Equities16%
  • US Government Bonds11%
  • Investment Grade Corp Bonds10%
  • Cash & Cash Equivalents8%

Contacts

3 of 8
  • Jordan Brenner

    Jordan Brenner

    Financial AdvisorCRD 7078475

  • Sheryl Meyer

    Sheryl Meyer

    Financial AdvisorCRD 2997529

  • Dari Basore

    Dari Basore

    Wealth Management ConsultantCRD 4500776

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 104

Active vs passive

$435M in ETFs

Passive

68%

$295M

Active

22%

$140M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD 500 INDEX FUND (VOO)VanguardPassiveLarge Blend$96.6M140,62622.23%
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Location

Primary office

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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