PINION WEALTH MANAGEMENT, LLC

Legal name: PINION INVESTMENT ADVISORS, LLC

CRD 114556File 801-63322

APPROVED

Retail clients

Filing as of May 19, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$837.1M

Above cohort median (national)

Discretionary AUM

$774.4M

Non-discretionary $62.8M

Clients

615

1,599 accounts

Employees

Above cohort median in KS

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: DRO
Registration date: Jul 2, 2004
Principal office: 1605 NORTH WATERFRONT PARKWAY, SUITE 200, WICHITA, KS, 67206
Phone: 316-682-8344
Website: HTTPS://WWW.FACEBOOK.COM/PINIONWEALTH

Assets & accounts

ADV Item 5F

Total regulatory AUM: $837.1M
Discretionary AUM: $774.4M
Non-discretionary AUM: $62.8M
Discretionary accounts: 1,585
Non-discretionary accounts: 14
Total accounts: 1,599
AUM per client: $1.4M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	107	$309.0M
Charitable organizations	7	$6.2M
High net worth individuals	146	$427.5M
Pension and profit sharing plans	5	$6.5M
Individuals (other than high net worth individuals)	350	$88.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.