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- Custodian
- Charles Schwab & Company ยท US Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-12-2024
- Office Locations
- 1
Office Locations
About Pinecrest Advisors
Pinecrest Advisors is a fiduciary wealth planning and investment management firm serving private clients. The firm emphasizes objective advice, long-term planning, and transparent, upfront all-inclusive pricing. Portfolios are built with research-backed, cost-conscious strategies using diversified allocations that may include ETFs and mutual funds. Led by Parker Lenz in Kalispell, MT, Pinecrest Advisors is an investment adviser registered with the State of Wisconsin and works with custodians including Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 15 clients, or 15 clients per representative. That equates to $271.5K in reported AUM per client.
The profile lists 1 reported office location and 2 years in operation. The source data was last updated on February 28, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
- Technology
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The full Pinecrest Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
PARKER WILLIAM LENZ
President
- CRD
- #6222874
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,072,057 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,072,057 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Pinecrest Advisors has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.