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 Oct 1, 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.PINIONWEALTH.COM

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	Change
Jun 1, 2026	Clients	551	615	increased by64
Jun 1, 2026	AUM	$649,043,048	$837,119,519	increased by$188,076,471
Jun 1, 2026	Accounts	1,340	1,599	increased by259
May 1, 2025 vs Oct 1, 2022	Employees	5	12	increased by7
May 1, 2025 vs Oct 1, 2022	Clients	288	551	increased by263
May 1, 2025 vs Oct 1, 2022	AUM	$262,579,968	$649,043,048	increased by$386,463,080
May 1, 2025 vs Oct 1, 2022	Accounts	683	1,340	increased by657
May 1, 2022	Clients	257	288	increased by31
May 1, 2022	AUM	$217,549,142	$262,579,968	increased by$45,030,826
May 1, 2022	Accounts	610	683	increased by73
Jun 1, 2021	Employees	6	5	decreased by1
Jun 1, 2021	Clients	229	257	increased by28
Jun 1, 2021	AUM	$180,606,871	$217,549,142	increased by$36,942,271
Jun 1, 2021	Accounts	541	610	increased by69
Apr 1, 2021	Registration	—	APPROVED

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “PINION WEALTH” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINION WEALTH” may also match similarly-named firms). Confirm identity against each filing.

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.