PINION WEALTH MANAGEMENT, LLC

1605 North Waterfront Parkway
Suite 200
Wichita, Kansas 67206
Tel: 316-682-8344

About PINION WEALTH MANAGEMENT, LLC

PINION WEALTH MANAGEMENT, LLC, formally registered with the SEC as PINION WEALTH MANAGEMENT, LLC. The firm was established in 07/02/2004. They have over 5 offices throughout the country.

PINION WEALTH MANAGEMENT, LLC is a Wichita, Kansas based Financial Planning firm with nearly $493,929,508 assets under management, offering retirement planning & investment advisory services to 1211 clients. The firm is staffed with 8 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	114556
SEC#	801-63322
Assets Managed by Firm	$493,929,508
No. of Clients	1211
No. of Advisors	8

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR/REFERRAL FEES)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1211	$493,929,508
Individuals (other than high net worth individuals)	312	$75,329,623
High net worth individuals	86	$222,086,121
Pension and profit sharing plans	4	$2,362,805
Charitable organizations	6	$5,343,542
Corporations or other businesses	102	$188,807,417

More Retirement Planning firms in Wichita, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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