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PINKERTON WEALTH PARTNERS
Legal name: PINKERTON WEALTH, LLC
CRD 120973File 801-71563
APPROVED
Retail clients
Custody
Filing as of Sep 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.44B
Above cohort median (national)
Discretionary AUM
$1.33B
Non-discretionary $107.4M
Clients
1,262
13,361 accounts
Employees
49
Top 25% of cohort in ID
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Jun 15, 2010
- Principal office
- 2000 JOHN LOOP, COEUR D'ALENE, ID, 83814
- Phone
- 800-634-2008
- Website
- HTTP://WWW.JOINPINKERTON.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.44B
- Discretionary AUM
- $1.33B
- Non-discretionary AUM
- $107.4M
- Discretionary accounts
- 13,333
- Non-discretionary accounts
- 28
- Total accounts
- 13,361
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Non-U.S. persons | Fewer than 5 | Not reported |
| High net worth individuals | 386 | $988.7M |
| Pension and profit sharing plans | 29 | $130.4M |
| Individuals (other than high net worth individuals) | 847 | $320.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Commissions
- Hourly charges
- Subscription fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 45 | 49 | increased by4 |
| Apr 1, 2026 | Clients | 1,152 | 1,262 | increased by110 |
| Apr 1, 2026 | AUM | $1,253,817,854 | $1,439,082,849 | increased by$185,264,995 |
| Apr 1, 2026 | Accounts | 677 | 13,361 | increased by12,684 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 34 | 45 | increased by11 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 771 | 1,152 | increased by381 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,020,000,942 | $1,253,817,854 | increased by$233,816,912 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,843 | 677 | decreased by3,166 |
| Apr 1, 2022 | Employees | 25 | 34 | increased by9 |
| Apr 1, 2022 | Clients | 754 | 771 | increased by17 |
| Apr 1, 2022 | AUM | $763,630,994 | $1,020,000,942 | increased by$256,369,948 |
| Apr 1, 2022 | Accounts | 3,459 | 3,843 | increased by384 |
| 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 “PINKERTON WEALTH” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PINKERTON 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.