CRD: 120973
Pinkerton Wealth Partners
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Request a Free TrialFirm Details
- Custodian
- Assetmark · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 09-01-1996
- Office Locations
- 9
Office Locations
About Pinkerton Wealth Partners
Pinkerton Wealth Partners (Pinkerton Wealth, LLC) is an SEC-registered RIA providing financial planning and investment management, with an emphasis on active, risk-managed portfolio construction using ETFs and mutual funds. Through affiliated Sherman Portfolios, it offers proprietary algorithmic strategies with patented exit-signal technology (Advance & Protect). Based in Coeur d’Alene with 7 locations nationwide, including Honolulu.
Reported data analysis
What the numbers show
Between October 16, 2025 and July 6, 2026, reported AUM increased 14.8%, from $1.3B to $1.4B.
Across 5 reported observations, AUM increased 41.1% between September 19, 2022 and July 6, 2026, from $1.0B to $1.4B.
Of the latest reported AUM, 92.5% is discretionary and 7.5% is non-discretionary.
The firm reports 16 advisory representatives and 1,262 clients, or 78.9 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 9 reported office locations and 30 years in operation. The source data was last updated on September 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Accredited Investors
- Asset Classes
- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
RONALD LEE GLENDENING
Board of Directors, CHIEF OPERATING OFFICER
- CRD
- #4468165
- Ownership
- Less than 5%
DANIEL WALTER PINKERTON
Chief Executive Officer, Managing Member, President
- CRD
- #2128422
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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Joshua William Brands
--
- CRD
- #7795831
Richard Thomas Breedlove
--
- CRD
- #8239335
Showing 2 of 22 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,331,639,111 | $99,875 |
| Non-Discretionary | $107,443,738 | $3,837,276 |
| Total | $1,439,082,849 | $107,708 |
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Separately Managed Accounts
SMA allocation detail is available
Pinkerton Wealth Partners has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Pinkerton Wealth Partners's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.