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PINION WEALTH MANAGEMENT, LLC

1605 North Waterfront Parkway
Suite 200
Wichita, Kansas 67206
Tel: 316-682-8344

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About PINION WEALTH MANAGEMENT, LLC

PINION WEALTH MANAGEMENT, LLC, formally registered with the SEC as PINION WEALTH MANAGEMENT, LLC. The firm was established in 07/02/2004. They have over 5 offices throughout the country.

PINION WEALTH MANAGEMENT, LLC is a Wichita, Kansas based Financial Planning firm with nearly $493,929,508 assets under management, offering retirement planning & investment advisory services to 1211 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#114556
SEC#801-63322
Assets Managed by Firm$493,929,508
No. of Clients1211
No. of Advisors8

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees
  • Other (SOLICITOR/REFERRAL FEES)

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total1211$493,929,508
Individuals (other than high net worth individuals)312$75,329,623
High net worth individuals86$222,086,121
Pension and profit sharing plans4$2,362,805
Charitable organizations6$5,343,542
Corporations or other businesses102$188,807,417

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PRIME CAPITAL FINANCIAL
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$24,362,866,55230635353

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