$837.1M Total AUM
$774.4M Disc. AUM
39.3% 3Y CAGR
12 Employees
671 ADV. Clients
25 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- PathwayVital radial
- Established Date
- 07-18-2000
- Office Locations
- 4
Office Locations
1019 E Main Street Suite 201 Bozeman MT
1605 N Waterfront Pkwy Wichita KS
5 River Park Place East, Suite 320 Fresno CA
About Pinion Wealth Management, LLC
Pinion Wealth Management, LLC is a Wichita-based RIA with 4 offices. The firm has been operating for 25 years. Managing $837.1M in total assets under management, with 8 advisory representatives. They custody assets with Assetmark and Charles Schwab & Company. Services offered include Asset Management, Charitable Giving, Financial Planning.
Team overview
43 AVG AGE
$104.6M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
10.6 yrs AVG TENURE
12 Employees
8 Advisory Reps
8 RIA Reps
25yrs Firm Age
Insights
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Asset Classes
Value eagle Insight Glacier quantum Oak
Client Personas
Eagle Prime Prime matrix
Custodian
Capital legacy Vital insight Momentum Unison Catalyst Zenith
Investment Themes
Eagle vital Insight signal Alpha
Investment Vehicles
Vital pathway Atlas
Services
Oak harbor Legacy ember Alpha Insight value Glacier pioneer North Capital element
Technology
Wave Foundation
Owner & Executives
BLAKE PRENTISS ALLEN
President, Principal
- CRD
- #5187919
- Ownership
- Less than 5%
(371) 615-8632
quantum.harbor@elementcapital.com
in linkedin.com/in/crest-summit
SHERYL ANNE MEYER
Chief Compliance Officer, Compliance Officer, Owner
- CRD
- #2997529
- Ownership
- Less than 5%
(533) 485-5974
capital.vital@summitcapital.com
in linkedin.com/in/harbor-timber
Showing 2 of 2 owners & executives
Unlock allContacts
DARI MICHAELA BASORE
Principal
- CRD
- #4500776
(218) 970-7990
vertex.foundation@northcapital.com
in linkedin.com/in/crest-beacon
A
ANTHONY SHANE BELL
Principal
- CRD
- #2812467
(348) 530-1946
frontier.harbor@oakcapital.com
in linkedin.com/in/horizon-crest
V
Vital glacier
Frontier vertex
- CRD
- #40513
(752) 525-8723
focus.insight@peakcapital.com
in linkedin.com/in/unison-value
Showing 2 of 8 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $774,351,061 | $488,550 |
| Non-Discretionary | $62,768,458 | $4,483,461 |
| Total | $837,119,519 | $523,527 |
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Separately Managed Accounts
Total SMA Asset: $837,119,519
Public Funds:
6.1% Equity - Exchange:
15.1% U.S. Government/Agency:
10.7% Corporate - Investment Grade:
6.5% Cash:
17.2% Private Funds:
13.8% Municipal Bonds:
30.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $538,147,054 | 6.1% |
| Equity - Exchange | $1,332,134,510 | 15.1% |
| U.S. Government/Agency | $943,962,865 | 10.7% |
| Corporate - Investment Grade | $573,435,385 | 6.5% |
| Cash | $1,517,398,250 | 17.2% |
| Private Funds | $1,217,447,433 | 13.8% |
| Municipal Bonds | $2,699,557,349 | 30.6% |
| Total | $8,822,082,846 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME EMBER | ELEMENT FUSION | OHGIKD4C9 | PLOH | 10.87% | $95,736,779 |
| MATRIX HARBOR EAGLE | GLACIER MERIDIAN | O15CCL2D8 | IEI | 2.85% | $12,574,690 |
| TIMBER QUANTUM ZENITH | EAGLE CATALYST | 39Y4CE4OS | NTP | 11.52% | $72,720,194 |
| OPTIMA PEAK | INSIGHT RIDGE | 2XF7LLI9W | PXDUG | 5.81% | $20,632,041 |
| ATLAS QUANTUM | MATRIX MOMENTUM | X7MM6FVEB | ZAENA | 9.07% | $102,022,751 |
| WAVE RADIAL VECTOR | SUMMIT NORTH | HMA4YAQUC | MKI | 2.04% | $41,713,159 |
| EMBER ZENITH PATHWAY | FUSION HORIZON | CPN8KZPO7 | YFJJV | 12.44% | $8,395,674 |
| FUSION VECTOR | HARBOR SUMMIT | IKR33Q72I | BDW | 2.99% | $64,069,188 |