Pinion Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 114556
- SEC number
- 801-63322
- Firm type
- RIA
- Assets under management
- $837.1M as of May 19, 2026
- Website
- www.facebook.com/PINIONWEALTH ↗
- Phone
- 316-682-8344
- Address
- 1605 North Waterfront Parkway, Wichita, KS, 67206
Advisors at this firm
8 in our index · page 1 of 1
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Blake Prentiss AllenCRD 5187919 · Wichita, KSIA RegisteredBroker
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Dari Michaela BasoreCRD 4500776 · Wichita, KSIA RegisteredBroker
-
Anthony Shane BellCRD 2812467 · Garden City, KSIA RegisteredBroker
-
Jordan Robert BrennerCRD 7078475 · Bozeman, MTIA RegisteredRegistration inactive
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Tanner John CopelandCRD 7589354 · Wichita, KSIA Registered
-
Sheryl Anne MeyerCRD 2997529 · Wichita, KSIA RegisteredBroker
-
Matthew Benjamin MyersCRD 7622949 · Wichita, KSIA Registered
-
Stephen SpachCRD 6194336 · Fresno, CAIA RegisteredRegistration inactive
1–8 of 8
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 114556 ↗
FINRA BrokerCheck record for firm CRD 114556 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.