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PINION WEALTH MANAGEMENT, LLC

WICHITA, KS · CRD 114556 · IAPD ↗ · 316-682-8344

$837.1MRegulatory AUM
8Advisory reps
12Employees
56Clients
0Planning clients
0Private funds
10States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
June 2026 — PINION WEALTH MANAGEMENT, LLC reported RAUM up 29% ($649.0M -> $837.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2025 — PINION WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($493.9M -> $649.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
47
December 2024 — PINION WEALTH MANAGEMENT, LLC notice-filed in MS, WY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
68
June 2024 — PINION WEALTH MANAGEMENT, LLC reported RAUM up 51% ($326.6M -> $493.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
47
February 2024 — PINION WEALTH MANAGEMENT, LLC notice-filed in IN, LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.