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PINKERTON WEALTH PARTNERS

COEUR D'ALENE, ID · CRD 120973 · IAPD ↗ · woottonfinancial.com · 800-634-2008

$1.44BRegulatory AUM
16Advisory reps
49Employees
0Clients
1-10Planning clients
0Private funds
20States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
October 2026 — PINKERTON WEALTH PARTNERS notice-filed in GA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
July 2026 — PINKERTON WEALTH PARTNERS notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
July 2026 — PINKERTON WEALTH PARTNERS added office(s): 6 -> 7 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
May 2026 — PINKERTON WEALTH PARTNERS notice-filed in NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
April 2026 — PINKERTON WEALTH PARTNERS added office(s): 4 -> 6 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
63
April 2026 — PINKERTON WEALTH PARTNERS reports 1-10 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
December 2025 — PINKERTON WEALTH PARTNERS notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
May 2025 — PINKERTON WEALTH PARTNERS notice-filed in KS.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
March 2025 — PINKERTON WEALTH PARTNERS added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
March 2025 — PINKERTON WEALTH PARTNERS LLC is now doing business as PINKERTON WEALTH PARTNERS.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
75
March 2025 — PINKERTON WEALTH PARTNERS grew from 12 to 17 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
60
February 2025 — PINKERTON RETIREMENT SPECIALISTS, LLC is now doing business as PINKERTON WEALTH PARTNERS LLC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
30
December 2024 — PINKERTON RETIREMENT SPECIALISTS, LLC changed its website from pinkertonretirement.com to idahowm.org.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
December 2024 — PINKERTON RETIREMENT SPECIALISTS, LLC notice-filed in HI.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
55
December 2024 — PINKERTON RETIREMENT SPECIALISTS, LLC added office(s): 2 -> 3 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
47
September 2024 — PINKERTON RETIREMENT SPECIALISTS, LLC notice-filed in MO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
85
May 2024 — PINKERTON RETIREMENT SPECIALISTS, LLC crossed $1B in regulatory AUM ($945.7M -> $1.02B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting

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