PINION INVESTMENT ADVISORS, LLC
Legal name: PINION WEALTH MANAGEMENT, LLC
CRD #114556 SEC #801-63322 WICHITA, KS 316-682-8344
SEC Registered
Total AUM
$649M
Discretionary
$615.9M
Employees
12
Clients
0
Accounts
1,340
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $649M | $615.9M | $33.1M | 12 | 42 |
| Oct 2025 | $649M | $615.9M | $33.1M | 12 | 42 |
| Apr 2025 | $649M | $615.9M | $33.1M | 12 | 42 |
| Nov 2024 | $493.9M | $482.4M | $11.6M | 8 | 40 |
| May 2024 | $493.9M | $482.4M | $11.6M | 8 | 40 |
| Feb 2024 | $326.6M | $326.6M | $0 | 8 | 37 |
| Sep 2023 | $326.6M | $326.6M | $0 | 8 | 37 |
| Jun 2023 | $326.6M | $326.6M | $0 | 8 | 37 |
| Jun 2023 | $326.6M | $326.6M | $0 | 8 | 37 |
| Nov 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| Sep 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| Aug 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| Aug 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| Aug 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| Aug 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| May 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| Apr 2022 | $262.6M | $262.6M | $0 | 5 | 29 |
| Jun 2021 | $217.5M | $217.5M | $0 | 5 | 19 |
| Jun 2021 | $217.5M | $217.5M | $0 | 5 | 19 |
| May 2021 | $217.5M | $217.5M | $0 | 5 | 19 |
| May 2021 | $180.6M | $180.6M | $0 | 6 | 6 |
| Nov 2020 | $180.6M | $180.6M | $0 | 6 | 6 |
| Jun 2020 | $180.6M | $180.6M | $0 | 6 | 6 |
| May 2020 | $180.6M | $180.6M | $0 | 6 | 6 |
| Sep 2019 | $165.3M | $165.3M | $0 | 6 | 2 |
| Aug 2019 | $165.3M | $165.3M | $0 | 6 | 2 |
| May 2019 | $165.3M | $165.3M | $0 | 6 | 2 |
| Jun 2018 | $176.3M | $176.3M | $0 | 6 | 2 |
| Mar 2018 | $205.8M | $151.8M | $54M | 6 | 0 |
| Dec 2017 | $205.8M | $151.8M | $54M | 6 | 0 |
| May 2017 | $205.8M | $151.8M | $54M | 6 | 200 |
| May 2017 | $205.6M | $153.4M | $52.2M | 6 | 200 |
| Jun 2016 | $200M | $146M | $53.9M | 7 | 200 |
| Jun 2015 | $163.4M | $108.8M | $54.6M | 7 | 200 |
| Nov 2014 | $135.4M | $98.6M | $36.8M | 8 | 160 |
| Jul 2014 | $135.4M | $98.6M | $36.8M | 8 | 160 |
| Jun 2014 | $135.4M | $98.6M | $36.8M | 8 | 160 |
| Nov 2013 | $121.6M | $83.3M | $38.3M | 8 | 131 |
| Jun 2013 | $121.6M | $83.3M | $38.3M | 8 | 131 |
| Dec 2012 | $98.9M | $86.5M | $12.4M | 8 | 200 |
| Jul 2012 | $98.9M | $86.5M | $12.4M | 6 | 200 |
| Jun 2012 | $98.9M | $86.5M | $12.4M | 6 | 200 |
| May 2012 | $99.1M | $87.1M | $12M | 6 | 200 |
| Mar 2012 | $99.1M | $87.1M | $12M | 6 | 200 |
| Jun 2011 | $101.1M | $89.8M | $11.4M | 10 | -- |
| Sep 2010 | $74.3M | $70.3M | $4M | 10 | -- |
| Jul 2010 | $74.3M | $70.3M | $4M | 10 | -- |
| Sep 2009 | $45.6M | $43.7M | $1.9M | 10 | -- |
| Jun 2009 | $45.6M | $43.7M | $1.9M | 10 | -- |
| Mar 2008 | $50.2M | $15.2M | $35M | 10 | -- |
| Sep 2007 | $50.2M | $15.2M | $35M | 10 | -- |
| Apr 2007 | $32.9M | $15.9M | $17M | -- | -- |
| Apr 2007 | $32.9M | $15.9M | $17M | -- | -- |
| Jan 2007 | $32.9M | $15.9M | $17M | -- | -- |
| Oct 2005 | $27.4M | $10.2M | $17.2M | -- | -- |
| May 2005 | $27.4M | $10.2M | $17.2M | -- | -- |
| Aug 2004 | $30.4M | $3.8M | $26.5M | -- | -- |
| Jul 2004 | $30.4M | $3.8M | $26.5M | -- | -- |
| Jul 2004 | $30.4M | $3.8M | $26.5M | -- | -- |
| Jun 2004 | $30.4M | $3.8M | $26.5M | -- | -- |
DateOct 2025
Total AUM$649M
Discretionary$615.9M
Non-Disc.$33.1M
Employees12
Clients42
DateOct 2025
Total AUM$649M
Discretionary$615.9M
Non-Disc.$33.1M
Employees12
Clients42
DateApr 2025
Total AUM$649M
Discretionary$615.9M
Non-Disc.$33.1M
Employees12
Clients42
DateNov 2024
Total AUM$493.9M
Discretionary$482.4M
Non-Disc.$11.6M
Employees8
Clients40
DateMay 2024
Total AUM$493.9M
Discretionary$482.4M
Non-Disc.$11.6M
Employees8
Clients40
DateFeb 2024
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees8
Clients37
DateSep 2023
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees8
Clients37
DateJun 2023
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees8
Clients37
DateJun 2023
Total AUM$326.6M
Discretionary$326.6M
Non-Disc.$0
Employees8
Clients37
DateNov 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateSep 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateAug 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateAug 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateAug 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateAug 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateMay 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateApr 2022
Total AUM$262.6M
Discretionary$262.6M
Non-Disc.$0
Employees5
Clients29
DateJun 2021
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees5
Clients19
DateJun 2021
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees5
Clients19
DateMay 2021
Total AUM$217.5M
Discretionary$217.5M
Non-Disc.$0
Employees5
Clients19
DateMay 2021
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees6
Clients6
DateNov 2020
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees6
Clients6
DateJun 2020
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees6
Clients6
DateMay 2020
Total AUM$180.6M
Discretionary$180.6M
Non-Disc.$0
Employees6
Clients6
DateSep 2019
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees6
Clients2
DateAug 2019
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees6
Clients2
DateMay 2019
Total AUM$165.3M
Discretionary$165.3M
Non-Disc.$0
Employees6
Clients2
DateJun 2018
Total AUM$176.3M
Discretionary$176.3M
Non-Disc.$0
Employees6
Clients2
DateMar 2018
Total AUM$205.8M
Discretionary$151.8M
Non-Disc.$54M
Employees6
Clients0
DateDec 2017
Total AUM$205.8M
Discretionary$151.8M
Non-Disc.$54M
Employees6
Clients0
DateMay 2017
Total AUM$205.8M
Discretionary$151.8M
Non-Disc.$54M
Employees6
Clients200
DateMay 2017
Total AUM$205.6M
Discretionary$153.4M
Non-Disc.$52.2M
Employees6
Clients200
DateJun 2016
Total AUM$200M
Discretionary$146M
Non-Disc.$53.9M
Employees7
Clients200
DateJun 2015
Total AUM$163.4M
Discretionary$108.8M
Non-Disc.$54.6M
Employees7
Clients200
DateNov 2014
Total AUM$135.4M
Discretionary$98.6M
Non-Disc.$36.8M
Employees8
Clients160
DateJul 2014
Total AUM$135.4M
Discretionary$98.6M
Non-Disc.$36.8M
Employees8
Clients160
DateJun 2014
Total AUM$135.4M
Discretionary$98.6M
Non-Disc.$36.8M
Employees8
Clients160
DateNov 2013
Total AUM$121.6M
Discretionary$83.3M
Non-Disc.$38.3M
Employees8
Clients131
DateJun 2013
Total AUM$121.6M
Discretionary$83.3M
Non-Disc.$38.3M
Employees8
Clients131
DateDec 2012
Total AUM$98.9M
Discretionary$86.5M
Non-Disc.$12.4M
Employees8
Clients200
DateJul 2012
Total AUM$98.9M
Discretionary$86.5M
Non-Disc.$12.4M
Employees6
Clients200
DateJun 2012
Total AUM$98.9M
Discretionary$86.5M
Non-Disc.$12.4M
Employees6
Clients200
DateMay 2012
Total AUM$99.1M
Discretionary$87.1M
Non-Disc.$12M
Employees6
Clients200
DateMar 2012
Total AUM$99.1M
Discretionary$87.1M
Non-Disc.$12M
Employees6
Clients200
DateJun 2011
Total AUM$101.1M
Discretionary$89.8M
Non-Disc.$11.4M
Employees10
Clients--
DateSep 2010
Total AUM$74.3M
Discretionary$70.3M
Non-Disc.$4M
Employees10
Clients--
DateJul 2010
Total AUM$74.3M
Discretionary$70.3M
Non-Disc.$4M
Employees10
Clients--
DateSep 2009
Total AUM$45.6M
Discretionary$43.7M
Non-Disc.$1.9M
Employees10
Clients--
DateJun 2009
Total AUM$45.6M
Discretionary$43.7M
Non-Disc.$1.9M
Employees10
Clients--
DateMar 2008
Total AUM$50.2M
Discretionary$15.2M
Non-Disc.$35M
Employees10
Clients--
DateSep 2007
Total AUM$50.2M
Discretionary$15.2M
Non-Disc.$35M
Employees10
Clients--
DateApr 2007
Total AUM$32.9M
Discretionary$15.9M
Non-Disc.$17M
Employees--
Clients--
DateApr 2007
Total AUM$32.9M
Discretionary$15.9M
Non-Disc.$17M
Employees--
Clients--
DateJan 2007
Total AUM$32.9M
Discretionary$15.9M
Non-Disc.$17M
Employees--
Clients--
DateOct 2005
Total AUM$27.4M
Discretionary$10.2M
Non-Disc.$17.2M
Employees--
Clients--
DateMay 2005
Total AUM$27.4M
Discretionary$10.2M
Non-Disc.$17.2M
Employees--
Clients--
DateAug 2004
Total AUM$30.4M
Discretionary$3.8M
Non-Disc.$26.5M
Employees--
Clients--
DateJul 2004
Total AUM$30.4M
Discretionary$3.8M
Non-Disc.$26.5M
Employees--
Clients--
DateJul 2004
Total AUM$30.4M
Discretionary$3.8M
Non-Disc.$26.5M
Employees--
Clients--
DateJun 2004
Total AUM$30.4M
Discretionary$3.8M
Non-Disc.$26.5M
Employees--
Clients--