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PINION WEALTH MANAGEMENT, LLC
PINION INVESTMENT ADVISORS, LLC
CRD 114556 · SEC 801-63322
1605 NORTH WATERFRONT PARKWAY, SUITE 200, WICHITA, KS, 67206, United States
Phone
316-682-8344
Fax
316-682-8345
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$837.1M
Discretionary AUM
$774.4M
Team
12 total employees; 8 advisory reps; 56 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 350 | $88.0M |
| High net worth individuals | 146 | $427.5M |
| Pension/profit sharing plans | 5 | $6.5M |
| Charitable organizations | 7 | $6.2M |
| Corporations/business entities | 107 | $309.0M |
States served
CA, CO, IN, KS, MS, MT, OK, WY, MO, TX
All web addresses on file
Official SEC filing: View on IAPD