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PINKERTON WEALTH PARTNERS
PINKERTON WEALTH, LLC
CRD 120973 · SEC 801-71563
2000 JOHN LOOP, COEUR D'ALENE, ID, 83814, United States
Phone
800-634-2008
Fax
208-667-5868
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.44B
Discretionary AUM
$1.33B
Team
49 total employees; 16 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Commissions
Org form
Limited Liability Company
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersEducational seminars401K PLAN MANAGEMENT
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 847 | $320.0M |
| High net worth individuals | 386 | $988.7M |
| Pension/profit sharing plans | 29 | $130.4M |
States served
AK, AZ, CA, CO, ID, KS, MN, NE, NV, OH, OR, SC, TN, UT, MO, WA, TX, HI, FL
All web addresses on file
- HTTPS://FACEBOOK.COM/OSTLUNDWEALTHADVISORS
- HTTPS://LINKEDIN.DANIELOSTLUND
- HTTPS://WWW.LINKED.COM/in/brettredd/
- HTTP://WWW.JOINPINKERTON.COM
- HTTPS://Facebook.com/PinkertonRetirementSpecialists
- HTTPS://WWW.OSTLUNDWEALTHADVISORS.COM
- HTTPS://WWW.CMRFA.COM
- HTTPS://WWW.PINKERTONRETIREMENT.COM
- HTTPS://WWW.IDAHOWM.ORG
- https://woottonfinancial.com
- HTTPS://LINKEDIN.NIGHTATMUSEUM.ORG
Official SEC filing: View on IAPD