Pinkerton Wealth Partners
Firm details
- Headquarters
- Coeur D Alene, Idaho
- CRD number
- 120973
- Registered since
- June 15, 2010
- Website
- www.pinkertonpartners.com
- Custodians
- CHARLES SCHWAB & CO., INC., ASSETMARK TRUST CO.
- Fee structure
- Percentage of AUM, Hourly Charges, Subscription Fees, Fixed Fees, Commissions
- Client types
- HNWI68.7%
- Individuals22.24%
- Pension & Profit Sharing Plans9.06%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Pinkerton Wealth Partners is an independent registered investment adviser formed in 2010 and organized as an LLC. The firm serves individual and family clients as well as institutional accounts and acts as a capital allocator, deploying client capital into third‑party managers and external funds in addition to traditional portfolios. Its advisory services include financial planning, portfolio management for individuals and businesses, pension consulting, manager selection, and educational seminars. Fee arrangements are mixed — percentage of AUM, hourly, subscription, fixed fees and commissions are all used. The firm is not positioned as an ESG investor. Pinkerton has been recognized in industry lists, including FA Magazine’s Top RIA Firms (2020) and Forbes’ America’s Top RIA Firms lists in 2023 and 2024.
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 Funds64%
- Exchange Traded Equities27%
- Cash & Cash Equivalents7%
- Private Funds2%
Owners & executives
3 of 5
Matthew Weed
Chief Investment OfficerCRD 4803581
Clifford Robello
Chief ExecutiveCRD 1575439
Ronald Glendening
Chief Operating Officer / Wealth AdvisorCRD 4468165
Contacts
3 of 16Brett Redd
Investment Adviser RepresentativeCRD 4390041
Anthony Roylance
Investment Adviser RepresentativeCRD 6054330
Kathryn Pinkerton
Executive VPCRD 4557787
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 52Active vs passive
$813M in ETFs
99%
$801M
1%
$12.2M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR GOLD TRUST (GLD) | State Street | Passive | Commodities Focused | $75.8M | 191,349 | 9.32% |
Location
Coeur D Alene, ID
Kootenai
Location
Coeur D Alene, ID
Headquartered in Coeur D Alene, ID, anchoring the Spokane-Spokane Valley-Coeur d'Alene, WA-ID metro in the West.
- Metro area
- Spokane-Spokane Valley-Coeur d'Alene, WA-ID
- Region
- West
- County
- Kootenai
- Address
- 2000 W John Loop
- Time zone
- MT (UTC-7)
- Office locations
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