{
  "crd_number": 114556,
  "slug": "pinion-wealth-management-llc-wichita-ks-114556",
  "primary_business_name": "PINION WEALTH MANAGEMENT, LLC",
  "legal_name": "PINION INVESTMENT ADVISORS, LLC",
  "dbas": [
    "PINION WEALTH MANAGEMENT, LLC"
  ],
  "city": "Wichita",
  "state": "KS",
  "country": "United States",
  "cbsa_code": "48620",
  "metro": {
    "cbsa_code": "48620",
    "common_name": "Wichita",
    "msa_name": "Wichita, KS",
    "path": "/advisors/ks/wichita"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2004-07-02",
  "years_registered": 22,
  "period": "2026-10-01",
  "filing_date": "2026-05-19",
  "carried_forward": false,
  "raum_total": 837119519.0,
  "raum_discretionary": 774351061.0,
  "raum_non_discretionary": 62768458.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 12,
  "advisory_employees": 8,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": 0
    },
    "charitable": {
      "raum": 6173293.0,
      "count": 7
    },
    "individuals": {
      "raum": 87952986.0,
      "count": 350
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": 0
    },
    "state_municipal": {
      "raum": 0.0,
      "count": 0
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": 0
    },
    "investment_companies": {
      "raum": 0.0,
      "count": 0
    },
    "pension_profit_sharing": {
      "raum": 6547942.0,
      "count": 5
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": 0
    },
    "high_net_worth_individuals": {
      "raum": 427459976.0,
      "count": 146
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": 0
    },
    "corporations_other_businesses": {
      "raum": 308985322.0,
      "count": 107
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": 0
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": 0
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": true,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CO",
    "IN",
    "KS",
    "MO",
    "MS",
    "MT",
    "OK",
    "TX",
    "WY"
  ],
  "websites": [
    "https://facebook.com/PINIONWEALTH",
    "https://linkedin.com/COMPANY/PINIONWEALTH",
    "https://pinionwealth.com",
    "https://twitter.com/PINIONWEALTH"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114556",
  "city_as_filed": "WICHITA",
  "url": "https://advisorcensus.com/firm/pinion-wealth-management-llc-wichita-ks-114556",
  "display_name": "Pinion Wealth Management, LLC",
  "summary": "Pinion Wealth Management, LLC is an SEC-registered investment advisory firm in Wichita, KS, registered since 2004, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated May 19, 2026.",
  "citation": "AdvisorCensus. Pinion Wealth Management, LLC (CRD 114556): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Pinion Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Pinion Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Pinion Wealth Management, LLC located?",
      "a": "Pinion Wealth Management, LLC's principal office is in Wichita, KS, according to its Form ADV; the June 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Pinion Wealth Management, LLC registered with the SEC or a state?",
      "a": "Pinion Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 114556."
    },
    {
      "q": "How much does Pinion Wealth Management, LLC manage?",
      "a": "Pinion Wealth Management, LLC reports $837,119,519 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (93% discretionary)."
    },
    {
      "q": "How have Pinion Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Pinion Wealth Management, LLC: Regulatory assets under management: $217,549,142 in the October 2021 data and $837,119,519 in the October 2026 data, up 285%. Total employees: 5 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Pinion Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (350); high net worth individuals (146); corporations or other businesses not listed above (107)."
    },
    {
      "q": "Which custodians does Pinion Wealth Management, LLC use?",
      "a": "Pinion Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust Company, Charles Schwab and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Pinion Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/114556"
    },
    {
      "q": "What changed in Pinion Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the June 2026 filing data: Employees performing advisory functions went from 7 to 8. Regulatory assets under management went from $649,043,048 to $837,119,519 (+29%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 217549142.0,
      "total_employees": 5,
      "filing_date": "2021-06-22"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 262579968.0,
      "total_employees": 5,
      "filing_date": "2022-09-02"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 326647044.0,
      "total_employees": 8,
      "filing_date": "2023-09-27"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 493929508.0,
      "total_employees": 8,
      "filing_date": "2024-05-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 649043048.0,
      "total_employees": 12,
      "filing_date": "2025-04-16"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 837119519.0,
      "total_employees": 12,
      "filing_date": "2026-05-19"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-06-01",
      "period_label": "June 2026",
      "notes": [
        "Employees performing advisory functions went from 7 to 8.",
        "Regulatory assets under management went from $649,043,048 to $837,119,519 (+29%)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA."
      ]
    },
    {
      "period": "2025-11-01",
      "period_label": "November 2025",
      "notes": [
        "Updated its list of owners and control persons (Schedule A)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Assetmark Trust Company",
      "name_as_filed": "ASSETMARK TRUST COMPANY",
      "affiliated": false
    },
    {
      "name": "Charles Schwab",
      "name_as_filed": "CHARLES SCHWAB",
      "affiliated": false
    },
    {
      "name": "Fidelity Brokerage Services LLC",
      "name_as_filed": "FIDELITY BROKERAGE SERVICES LLC",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/pinion-wealth-management-llc-wichita-ks-114556.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 350,
      "fewer_than_5": false,
      "raum": 87952986.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 146,
      "fewer_than_5": false,
      "raum": 427459976.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": 5,
      "fewer_than_5": false,
      "raum": 6547942.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": 7,
      "fewer_than_5": false,
      "raum": 6173293.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 107,
      "fewer_than_5": false,
      "raum": 308985322.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": 0,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/114556",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}