1605 North Waterfront Parkway
Suite 200
Wichita, Kansas 67206
Tel: 316-682-8344
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 114556 |
SEC# | 801-63322 |
Assets Managed by Firm | $493,929,508 |
No. of Clients | 1211 |
No. of Advisors | 8 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 1211 | $493,929,508 |
Individuals (other than high net worth individuals) | 312 | $75,329,623 |
High net worth individuals | 86 | $222,086,121 |
Pension and profit sharing plans | 4 | $2,362,805 |
Charitable organizations | 6 | $5,343,542 |
Corporations or other businesses | 102 | $188,807,417 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$217,399,324,981 | 269686 | 1428 | |
$107,102,338,153 | 57121 | 550 | |
$81,106,925,484 | 132567 | 1498 | |
$27,082,623,332 | 277294 | 578 | |
$24,362,866,552 | 30635 | 353 |
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