# Pinion Wealth Management, LLC

> 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.

- CRD: 114556
- Filed as: PINION WEALTH MANAGEMENT, LLC
- Legal name: Pinion Investment Advisors, LLC
- Also doing business as: PINION WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wichita, KS
- Filing period: October 2026
- Form ADV filing dated: May 19, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/114556
- AdvisorCensus page: https://advisorcensus.com/firm/pinion-wealth-management-llc-wichita-ks-114556

## Quick answers

**How is Pinion Wealth Management, LLC compensated?**
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.

**Where is Pinion Wealth Management, LLC located?**
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).

**Is Pinion Wealth Management, LLC registered with the SEC or a state?**
Pinion Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2004. Status as filed: Approved. CRD 114556.

**How much does Pinion Wealth Management, LLC manage?**
Pinion Wealth Management, LLC reports $837,119,519 in regulatory assets under management in its Form ADV filing dated May 19, 2026 (93% discretionary).

**How have Pinion Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Pinion Wealth Management, LLC serve?**
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).

**Which custodians does Pinion Wealth Management, LLC use?**
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.

**Does Pinion Wealth Management, LLC report any disciplinary disclosures?**
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

**What changed in Pinion Wealth Management, LLC's recent Form ADV filings?**
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%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Trust Company
- Charles Schwab
- Fidelity Brokerage Services LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $837,119,519
- Discretionary: $774,351,061
- Non-discretionary: $62,768,458

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 350 | $87,952,986 |
| High net worth individuals | 146 | $427,459,976 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $6,547,942 |
| Charitable organizations | 7 | $6,173,293 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 107 | $308,985,322 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2004 (22 years)
- Employees: 12 total, 8 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: CA, CO, IN, KS, MO, MS, MT, OK, TX, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Bozeman, MT
- Fresno, CA
- Lenexa, KS

### Websites listed on Form ADV (Item 1.I)
- [pinionwealth.com](https://pinionwealth.com)
- Facebook @PINIONWEALTH
- LinkedIn @PINIONWEALTH
- X @PINIONWEALTH

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $217,549,142 | 5 | June 22, 2021 |
| October 2022 | $262,579,968 | 5 | September 2, 2022 |
| October 2023 | $326,647,044 | 8 | September 27, 2023 |
| October 2024 | $493,929,508 | 8 | May 8, 2024 |
| October 2025 | $649,043,048 | 12 | April 16, 2025 |
| October 2026 | $837,119,519 | 12 | May 19, 2026 |

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.

## Changes in the filing (last 12 months)

### June 2026
- Employees performing advisory functions went from 7 to 8.
- Regulatory assets under management went from $649,043,048 to $837,119,519 (+29%).

### January 2026
- No longer registered or notice-filed in LA.

### November 2025
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pinion Wealth Management, LLC (CRD 114556): Form ADV filing data as of October 2026.