PINKERTON WEALTH, LLC
Legal name: PINKERTON WEALTH PARTNERS
CRD #120973 SEC #801-71563 COEUR D'ALENE, ID 800-634-2008
SEC Registered
Total AUM
$1.3B
Discretionary
$1.2B
Employees
45
Clients
0
Accounts
677
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2025 | $1.3B | $1.2B | $84.2M | 45 | 0 |
| Oct 2025 | $1.3B | $1.2B | $84.2M | 45 | 0 |
| Oct 2025 | $1.3B | $1.2B | $84.2M | 45 | 0 |
| May 2025 | $1.3B | $1.2B | $84.2M | 45 | 0 |
| Mar 2025 | $1.3B | $1.2B | $84.2M | 45 | 0 |
| Feb 2025 | $1.3B | $1.2B | $84.2M | 45 | 0 |
| Feb 2025 | $1B | $937M | $84.9M | 20 | 0 |
| Jan 2025 | $1B | $937M | $84.9M | 20 | 0 |
| Jan 2025 | $1B | $937M | $84.9M | 20 | 0 |
| Jan 2025 | $1B | $937M | $84.9M | 20 | 0 |
| Nov 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Nov 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Oct 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Oct 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Sep 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Aug 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Aug 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Apr 2024 | $1B | $937M | $84.9M | 20 | 0 |
| Feb 2024 | $945.7M | $868.6M | $77.1M | 20 | 0 |
| Dec 2023 | $892.2M | $809.9M | $82.3M | 21 | 0 |
| Nov 2023 | $892.2M | $809.9M | $82.3M | 21 | 0 |
| Nov 2023 | $892.2M | $809.9M | $82.3M | 21 | 0 |
| Nov 2023 | $892.2M | $809.9M | $82.3M | 21 | 0 |
| Jun 2023 | $892.2M | $809.9M | $82.3M | 21 | 0 |
| Mar 2023 | $892.2M | $809.9M | $82.3M | 21 | 0 |
| Feb 2023 | $892.2M | $809.9M | $82.3M | 21 | 0 |
| Jan 2023 | $1B | $891.6M | $128.4M | 34 | 0 |
| Sep 2022 | $1B | $891.6M | $128.4M | 34 | 0 |
| Aug 2022 | $1B | $891.6M | $128.4M | 34 | 0 |
| Aug 2022 | $1B | $891.6M | $128.4M | 34 | 0 |
| Jul 2022 | $1B | $891.6M | $128.4M | 34 | 0 |
| Mar 2022 | $1B | $891.6M | $128.4M | 34 | 0 |
| Dec 2021 | $763.6M | $654.4M | $109.3M | 25 | 0 |
| Dec 2021 | $763.6M | $654.4M | $109.3M | 25 | 0 |
| Nov 2021 | $763.6M | $654.4M | $109.3M | 25 | 0 |
| Oct 2021 | $763.6M | $654.4M | $109.3M | 25 | 0 |
| Apr 2021 | $763.6M | $654.4M | $109.3M | 25 | 0 |
| Mar 2021 | $763.6M | $654.4M | $109.3M | 25 | 0 |
| Jan 2021 | $646.1M | $574.3M | $71.8M | 20 | 0 |
| Jun 2020 | $646.1M | $574.3M | $71.8M | 20 | 0 |
| May 2020 | $646.1M | $574.3M | $71.8M | 20 | 0 |
| Mar 2020 | $646.1M | $574.3M | $71.8M | 20 | 0 |
| Mar 2019 | $510.4M | $450.7M | $59.7M | 20 | 0 |
| Apr 2018 | $449.1M | $378.2M | $70.9M | 20 | 0 |
| Mar 2018 | $449.1M | $378.2M | $70.9M | 20 | 0 |
| Jan 2018 | $437.5M | $371.2M | $66.4M | 23 | 0 |
| Nov 2017 | $437.5M | $371.2M | $66.4M | 23 | 0 |
| Sep 2017 | $437.5M | $371.2M | $66.4M | 23 | 700 |
| Jul 2017 | $437.5M | $371.2M | $66.4M | 23 | 700 |
| Mar 2017 | $437.5M | $371.2M | $66.4M | 23 | 700 |
| Aug 2016 | $436M | $418M | $18M | 23 | 600 |
| Mar 2016 | $376.9M | $359.1M | $17.8M | 23 | 600 |
| Feb 2016 | $337.8M | $317.1M | $20.7M | 22 | 500 |
| Jan 2016 | $337.8M | $317.1M | $20.7M | 22 | 500 |
| Nov 2015 | $337.8M | $317.1M | $20.7M | 22 | 500 |
| Sep 2015 | $337.8M | $317.1M | $20.7M | 22 | 500 |
| May 2015 | $337.8M | $317.1M | $20.7M | 22 | 500 |
| Mar 2015 | $337.8M | $317.1M | $20.7M | 22 | 500 |
| May 2014 | $298.3M | $281.1M | $17.3M | 22 | 500 |
| May 2014 | $298.3M | $281.1M | $17.3M | 22 | 500 |
| Apr 2014 | $179.5M | $166.1M | $13.3M | 22 | 500 |
| Apr 2014 | $179.5M | $166.1M | $13.3M | 22 | 500 |
| Mar 2014 | $179.5M | $166.1M | $13.3M | 22 | 500 |
| Jan 2014 | $267.1M | $227.1M | $40M | 23 | 500 |
| Dec 2013 | $245.6M | $205.6M | $40M | 21 | 500 |
| Mar 2013 | $111.8M | $111.8M | $0 | 20 | 400 |
| Jun 2012 | $90M | $90M | $0 | 11 | 313 |
| Jun 2012 | $90M | $90M | $0 | 11 | 313 |
| May 2012 | $81.5M | $81.5M | $0 | 11 | 313 |
| Mar 2012 | $81.5M | $81.5M | $0 | 11 | 313 |
| Apr 2011 | $88.4M | $88.4M | $0 | -- | -- |
| Jan 2011 | $83.4M | $83.4M | $0 | -- | -- |
| Dec 2010 | $83.4M | $83.4M | $0 | -- | -- |
| Jun 2010 | $0 | $0 | $0 | -- | -- |
DateOct 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.2M
Employees45
Clients0
DateOct 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.2M
Employees45
Clients0
DateOct 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.2M
Employees45
Clients0
DateMay 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.2M
Employees45
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.2M
Employees45
Clients0
DateFeb 2025
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$84.2M
Employees45
Clients0
DateFeb 2025
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateJan 2025
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateJan 2025
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateJan 2025
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateNov 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateNov 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateOct 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateOct 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateSep 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateAug 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateAug 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateApr 2024
Total AUM$1B
Discretionary$937M
Non-Disc.$84.9M
Employees20
Clients0
DateFeb 2024
Total AUM$945.7M
Discretionary$868.6M
Non-Disc.$77.1M
Employees20
Clients0
DateDec 2023
Total AUM$892.2M
Discretionary$809.9M
Non-Disc.$82.3M
Employees21
Clients0
DateNov 2023
Total AUM$892.2M
Discretionary$809.9M
Non-Disc.$82.3M
Employees21
Clients0
DateNov 2023
Total AUM$892.2M
Discretionary$809.9M
Non-Disc.$82.3M
Employees21
Clients0
DateNov 2023
Total AUM$892.2M
Discretionary$809.9M
Non-Disc.$82.3M
Employees21
Clients0
DateJun 2023
Total AUM$892.2M
Discretionary$809.9M
Non-Disc.$82.3M
Employees21
Clients0
DateMar 2023
Total AUM$892.2M
Discretionary$809.9M
Non-Disc.$82.3M
Employees21
Clients0
DateFeb 2023
Total AUM$892.2M
Discretionary$809.9M
Non-Disc.$82.3M
Employees21
Clients0
DateJan 2023
Total AUM$1B
Discretionary$891.6M
Non-Disc.$128.4M
Employees34
Clients0
DateSep 2022
Total AUM$1B
Discretionary$891.6M
Non-Disc.$128.4M
Employees34
Clients0
DateAug 2022
Total AUM$1B
Discretionary$891.6M
Non-Disc.$128.4M
Employees34
Clients0
DateAug 2022
Total AUM$1B
Discretionary$891.6M
Non-Disc.$128.4M
Employees34
Clients0
DateJul 2022
Total AUM$1B
Discretionary$891.6M
Non-Disc.$128.4M
Employees34
Clients0
DateMar 2022
Total AUM$1B
Discretionary$891.6M
Non-Disc.$128.4M
Employees34
Clients0
DateDec 2021
Total AUM$763.6M
Discretionary$654.4M
Non-Disc.$109.3M
Employees25
Clients0
DateDec 2021
Total AUM$763.6M
Discretionary$654.4M
Non-Disc.$109.3M
Employees25
Clients0
DateNov 2021
Total AUM$763.6M
Discretionary$654.4M
Non-Disc.$109.3M
Employees25
Clients0
DateOct 2021
Total AUM$763.6M
Discretionary$654.4M
Non-Disc.$109.3M
Employees25
Clients0
DateApr 2021
Total AUM$763.6M
Discretionary$654.4M
Non-Disc.$109.3M
Employees25
Clients0
DateMar 2021
Total AUM$763.6M
Discretionary$654.4M
Non-Disc.$109.3M
Employees25
Clients0
DateJan 2021
Total AUM$646.1M
Discretionary$574.3M
Non-Disc.$71.8M
Employees20
Clients0
DateJun 2020
Total AUM$646.1M
Discretionary$574.3M
Non-Disc.$71.8M
Employees20
Clients0
DateMay 2020
Total AUM$646.1M
Discretionary$574.3M
Non-Disc.$71.8M
Employees20
Clients0
DateMar 2020
Total AUM$646.1M
Discretionary$574.3M
Non-Disc.$71.8M
Employees20
Clients0
DateMar 2019
Total AUM$510.4M
Discretionary$450.7M
Non-Disc.$59.7M
Employees20
Clients0
DateApr 2018
Total AUM$449.1M
Discretionary$378.2M
Non-Disc.$70.9M
Employees20
Clients0
DateMar 2018
Total AUM$449.1M
Discretionary$378.2M
Non-Disc.$70.9M
Employees20
Clients0
DateJan 2018
Total AUM$437.5M
Discretionary$371.2M
Non-Disc.$66.4M
Employees23
Clients0
DateNov 2017
Total AUM$437.5M
Discretionary$371.2M
Non-Disc.$66.4M
Employees23
Clients0
DateSep 2017
Total AUM$437.5M
Discretionary$371.2M
Non-Disc.$66.4M
Employees23
Clients700
DateJul 2017
Total AUM$437.5M
Discretionary$371.2M
Non-Disc.$66.4M
Employees23
Clients700
DateMar 2017
Total AUM$437.5M
Discretionary$371.2M
Non-Disc.$66.4M
Employees23
Clients700
DateAug 2016
Total AUM$436M
Discretionary$418M
Non-Disc.$18M
Employees23
Clients600
DateMar 2016
Total AUM$376.9M
Discretionary$359.1M
Non-Disc.$17.8M
Employees23
Clients600
DateFeb 2016
Total AUM$337.8M
Discretionary$317.1M
Non-Disc.$20.7M
Employees22
Clients500
DateJan 2016
Total AUM$337.8M
Discretionary$317.1M
Non-Disc.$20.7M
Employees22
Clients500
DateNov 2015
Total AUM$337.8M
Discretionary$317.1M
Non-Disc.$20.7M
Employees22
Clients500
DateSep 2015
Total AUM$337.8M
Discretionary$317.1M
Non-Disc.$20.7M
Employees22
Clients500
DateMay 2015
Total AUM$337.8M
Discretionary$317.1M
Non-Disc.$20.7M
Employees22
Clients500
DateMar 2015
Total AUM$337.8M
Discretionary$317.1M
Non-Disc.$20.7M
Employees22
Clients500
DateMay 2014
Total AUM$298.3M
Discretionary$281.1M
Non-Disc.$17.3M
Employees22
Clients500
DateMay 2014
Total AUM$298.3M
Discretionary$281.1M
Non-Disc.$17.3M
Employees22
Clients500
DateApr 2014
Total AUM$179.5M
Discretionary$166.1M
Non-Disc.$13.3M
Employees22
Clients500
DateApr 2014
Total AUM$179.5M
Discretionary$166.1M
Non-Disc.$13.3M
Employees22
Clients500
DateMar 2014
Total AUM$179.5M
Discretionary$166.1M
Non-Disc.$13.3M
Employees22
Clients500
DateJan 2014
Total AUM$267.1M
Discretionary$227.1M
Non-Disc.$40M
Employees23
Clients500
DateDec 2013
Total AUM$245.6M
Discretionary$205.6M
Non-Disc.$40M
Employees21
Clients500
DateMar 2013
Total AUM$111.8M
Discretionary$111.8M
Non-Disc.$0
Employees20
Clients400
DateJun 2012
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees11
Clients313
DateJun 2012
Total AUM$90M
Discretionary$90M
Non-Disc.$0
Employees11
Clients313
DateMay 2012
Total AUM$81.5M
Discretionary$81.5M
Non-Disc.$0
Employees11
Clients313
DateMar 2012
Total AUM$81.5M
Discretionary$81.5M
Non-Disc.$0
Employees11
Clients313
DateApr 2011
Total AUM$88.4M
Discretionary$88.4M
Non-Disc.$0
Employees--
Clients--
DateJan 2011
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees--
Clients--
DateDec 2010
Total AUM$83.4M
Discretionary$83.4M
Non-Disc.$0
Employees--
Clients--
DateJun 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees--
Clients--