Pinion Wealth Management, LLC

RIASEC Registered

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 organized as an LLC that has been SEC-registered since 2004. The firm acts as a capital allocator and serves both individual/family and institutional clients. Its stated advisory activities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Pinion charges fees using a mix of AUM-based percentages, hourly rates, and fixed fees, and lists industry affiliations that include broker-dealer relationships, other investment advisers, commodity pool/operator or CTA activity, accounting, insurance, and pension consulting connections.