COEUR D'ALENE, IDCRD 120973Latest ADV April 23, 2026
Pinkerton Wealth Partners is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coeur D'Alene, ID. Its latest Form ADV filing, dated April 23, 2026, reports $1.4B in regulatory assets under management, 49 employees, 6 offices, and 13,361 accounts.
Top client segmentIndividuals represent 67.1% of total clients.
Top client categories% of clientsClients
1
Individuals
67.1%
847
2
HNWI
30.6%
386
3
Pension Plans
2.3%
29
Categories with <5 clients
Sovereign wealth funds and foreign official institutions<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.4Bas of April 23, 2026
Discretionary92.5%
$1.3B
93% of total RAUM92.5%
Non-discretionary7.5%
$107M
7% of total RAUM7.5%
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.
Latest AUM$1.4B
Total Accounts13,361
10Y AUM Change+$1.0B (+228.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees49
Clients per Employee26:1
10Y Employee Change+26 (+113.0%)
* 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.