PINION INVESTMENT ADVISORS, LLC

PINION WEALTH MANAGEMENT, LLC
WICHITA, Kansas·3 registered advisors·CRD# 114556
SEC# 801-633224316-682-8344
01

Firm Overview

AUM
$494M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: SOLICITOR/REFERRAL FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PINION INVESTMENT ADVISORS, LLC

3 registered advisors
Blake Prentiss Allen
WICHITA, Kansas
Sheryl Anne Meyer
WICHITA, Kansas
Steven Joseph Callahan
WICHITA, Kansas
05

Office Locations

WICHITA, Kansas
3 advisors

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Data sourced from SEC Form ADV filings. PINION INVESTMENT ADVISORS, LLC (CRD# 114556) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.