← Back to list

PINION INVESTMENT ADVISORS, LLC

UUIDd47bf706-0be3-5696-9524-91c646a26b28
TypeASSET_MANAGER
Status
Created2025-10-23 02:23:50
Updated2025-10-23 02:23:50

Available Loaders

Identifiers

AuthorityIdentifierDisplayAs OfConfidence
adv_crd 114556 114556 1.0
sec_file_number 801-63322 801-63322

Profile

WebsiteHTTPS://WWW.FACEBOOK.COM/PINIONWEALTH
HQ CityWICHITA
HQ StateKS
HQ CountryUnited States
AUM (USD)
AUM As OfNone
Aliases:
  • PINION WEALTH MANAGEMENT, LLC adv_xlsx

ADV Metrics

Assets & Accounts

  • RAUM (total)649,043,048.0
  • RAUM (discretionary)615,893,567.0
  • Actionable assets559,148,359.0
  • Accounts1,340.0

Institutional Clients

  • Government AUM0.0
  • Pension AUM1,065,481.0
  • Charitable AUM6,120,339.0
  • HNW AUM296,804,954.0

As of 2025-04-16 00:00:00 • Source ia09022025.xlsx

People

NameTitleRoleEmailEvidence
No people recorded.

Outbound Affiliations

RelationOrganizationLast UpdatedEvidence
No outbound affiliations.

Inbound Affiliations

RelationOrganizationLast UpdatedEvidence
No inbound affiliations.

Evidence

No evidence recorded for this organization yet.