Investment adviser · CRD 114556
PINION WEALTH MANAGEMENT, LLC
Investment adviser filing (IA)
PINION INVESTMENT ADVISORS, LLC
WICHITA, KS, United States · Form ADV filed May 19, 2026
- Regulatory AUM
- $837M Form ADV · Item 5.F
- Client accounts
- 1,599 Accounts, not individual clients
- Employees
- 12 Reported in this filing
- Advisory professionals
- 8 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 146 | $427,459,976 | 51.1% |
| Corporations & businesses | 107 | $308,985,322 | 36.9% |
| Individuals | 350 | $87,952,986 | 10.5% |
| Retirement plans | 5 | $6,547,942 | 0.8% |
| Charities | 7 | $6,173,293 | 0.7% |
Filing source
Form ADV 2101444 · May 19, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 19, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
1605 NORTH WATERFRONT PARKWAY, SUITE 200WICHITA, KS, 67206, United States
CRD 114556
Filing source
Form ADV 2101444 · May 19, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.