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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 6 offices throughout the country.

PINION WEALTH MANAGEMENT, LLC is a Wichita, Kansas based Financial Planning firm with nearly $326,647,044 assets under management, offering retirement planning & investment advisory services to 768 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$326,647,044
No. of Clients768
No. of Advisors8

Fee Structure

  • A Percentage of AUM
  • Hourly charges
  • Fixed Fees
  • Other(SOLICITOR/REFERRAL FEES)

Advisory Services Provided

  • Financial Planning
  • Portfolio Management for Individuals
  • Pension Consulting Services
  • Selection of Other Advisors

Firm Client Information

No. of ClientsAUM
Firm Total768$326,647,044
Individuals (other than high net worth individuals)218$51,719,419
High net worth individuals59$158,875,385
Pension and profit sharing plans3$2,818,762
Charitable organizations6$4,135,262
Corporations or other businesses60$109,098,216

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MARINER WEALTH ADVISORS
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AE WEALTH MANAGEMENT, LLC
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PALMER SQUARE CAPITAL MANAGEMENT LLC
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$20,767,599,39714848

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