Pinion Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Wichita, KS. Its latest Form ADV filing, dated October 9, 2025, reports $649M in regulatory assets under management, 12 employees, 3 offices, and 1,340 accounts.
Assets Under Management
$649M
Employees
12
Offices
3 offices
Total Clients
551
Primary office
WICHITA, KS
1605 NORTH WATERFRONT PARKWAY, SUITE 200, WICHITA, KS, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 59.2% of total clients.
Top client categories% of clientsClients
1
Individuals
59.2%
326
2
Corporations
20.3%
112
3
HNWI
19.1%
105
4
Charitable
0.9%
5
5
Pension Plans
0.5%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$649Mas of October 9, 2025
Discretionary94.9%
$616M
95% of total RAUM94.9%
Non-discretionary5.1%
$33M
5% of total RAUM5.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$649M
Total Accounts1,340
10Y AUM Change+$631M (+306.8%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees12
Clients per Employee46:1
10Y Employee Change+6 (+100.0%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
The historical chart includes a newer SEC ADV filing than the current profile metrics. Current profile metrics will update once matching profile fields are refreshed.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.