Investment adviser · CRD 120973
PINKERTON WEALTH PARTNERS
Investment adviser filing (IA)
PINKERTON WEALTH, LLC
COEUR D'ALENE, ID, United States · Form ADV filed Sep 18, 2026
- Regulatory AUM
- $1.44B Form ADV · Item 5.F
- Client accounts
- 13,361 Accounts, not individual clients
- Employees
- 49 Reported in this filing
- Advisory professionals
- 16 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 | 386 | $988,660,073 | 68.7% |
| Individuals | 847 | $320,006,211 | 22.2% |
| Retirement plans | 29 | $130,416,565 | 9.1% |
| Sovereign wealth & foreign institutions | Fewer than 5 | Not reported | Not reported |
Filing source
Form ADV 2133462 · Sep 18, 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: Sep 18, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Pension consulting · Selection of other advisers · Educational seminars
Compensation
Percentage of assets · Hourly · Subscription · Fixed · Commissions
Principal office
2000 JOHN LOOPCOEUR D'ALENE, ID, 83814, United States
CRD 120973
Filing source
Form ADV 2133462 · Sep 18, 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.