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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

PINION WEALTH MANAGEMENT, LLC

PINION INVESTMENT ADVISORS, LLC, CRD 114556

WICHITA, KS

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Search this name across graphsid dfx:ria:53585879-2b15-416c-bf04-ac7e4cf9173d

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 23
Dated events: 4
On other graphs: 0
Observed: Mar 28, 2012 to May 19, 2026
48 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.62 fund_share=0.0 institutional_share=0.02 related_bd=true related_bank=true bd_reps=4.0 bank_owner=false
Regulatory AUM: $837MItem 5.F on the latest filing (2026-05-19); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $774M
Private client RAUM: $515MderivedItem 5.D individuals plus high net worth individuals
Private client share: 62%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $105Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 8
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 1,599
Individual clients: 350
High net worth clients: 146
SEC number: 801-63322
CIK: 1738738
CRD: 114556
Filings on the tape: 48
First filed: Mar 28, 2012
Latest filed: May 19, 2026
Organised: Limited Liability Company, KS

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANTHONY SHANE BELL	n/a	Lenexa, KS \| GARDEN CITY, KS	22	29	n/a	yes
DARI MICHAELA BASORE	n/a	WICHITA, KS	21	24	1	yes
BLAKE PRENTISS ALLEN	Certified Financial Planner	WICHITA, KS	20	24	n/a	yes
SHERYL ANNE MEYER	n/a	WICHITA, KS	11	27	3	yes
Matthew Benjamin Myers	n/a	WICHITA, KS	3	13	n/a	no
Stephen Spach	n/a	Fresno, CA	3	13	2	no
Jordan Robert Brenner	Certified Financial Planner	Bozeman, MT	3	12	1	no
Tanner John Copeland	n/a	WICHITA, KS	0	11	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ALLEN, BLAKE, PRENTISS	President	Na	yes	03/2012	Mar 28, 2012	Nov 22, 2024
HBK SORCE FINANCIAL LLC	Owner	E	yes	03/2012	Aug 12, 2022	Nov 22, 2024
HBK SORCE HOLDINGS LLC	Owner	E	yes	03/2001	Aug 12, 2022	Nov 22, 2024
HBKS INVESTMENTS, LLC	Owner	C	yes	03/2018	Jun 22, 2018	Nov 22, 2024
HBKS INVESTMENTS, LLC	Owner	C	yes	03/2018	Jun 22, 2018	Nov 22, 2024
KCWM HOLDINGS, LLC	Owner	E	yes	01/2018	Jun 22, 2018	Nov 22, 2024
MEYER, SHERYL, ANNE	CHIEF COMPLIANCE OFFICER	Na	yes	04/2022	Apr 28, 2022	Nov 22, 2024
PINION GLOBAL , LLC	Owner	D	yes	01/2000	Aug 10, 2022	Nov 22, 2024
PINION WEALTH MANAGEMENT, LLC	Owner	E	yes	03/2000	Aug 10, 2022	Nov 22, 2024
HILL BARTH & KING FINANCIAL HOLDINGS, LLC	Owner	D	no	01/2009	Aug 12, 2022	Nov 22, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
KCOE CAPITAL LLC	n/a	n/a	n/a	N	yes	n/a
PARAGON INVESTMENTS, INC	n/a	n/a	n/a	N	yes	n/a
PINION INSURANCE AGENCY	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Fresno	CA	United States	1	no
Loveland	Co	United States	1	yes
Lenexa	Ks	United States	1	yes
Bozeman	Mt	United States	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 13 of 14

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Apr 16, 2025	$649M	$616M	12	7	3	n/a	n/a
2023	Jun 7, 2023	$327M	$327M	8	7	4	n/a	n/a
2022	Apr 28, 2022	$263M	$263M	5	4	3	n/a	n/a
2021	May 19, 2021	$218M	$218M	5	5	3	n/a	n/a
2020	May 22, 2020	$181M	$181M	6	6	2	n/a	n/a
2019	May 9, 2019	$165M	$165M	6	6	2	n/a	n/a
2018	Jun 22, 2018	$176M	$176M	6	6	2	n/a	n/a
2017	May 3, 2017	$206M	$153M	6	6	n/a	n/a	n/a
2016	Jun 8, 2016	$200M	$146M	7	7	n/a	n/a	n/a
2015	Jun 15, 2015	$163M	$109M	7	6	n/a	n/a	n/a
2014	Jun 6, 2014	$135M	$98.6M	8	7	n/a	n/a	n/a
2013	Jun 25, 2013	$122M	$83.3M	8	7	n/a	n/a	n/a
2012	Jun 25, 2012	$98.9M	$86.5M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$837M	$327M	156.3%	$218M	56.7%	12	8	3	4

Relationships

Affiliated with (1)

← HBKS WEALTH ADVISORSRegistered adviserother investment adviser, common control
factForm ADV

Registered with (12)

← Tanner John CopelandAdvisorregistration: current employment
Dec 12, 2025 to presentfactForm ADV
← Jordan Robert BrennerAdvisorregistration: current employment
May 23, 2023 to presentfactForm ADV
← Stephen SpachAdvisorregistration: current employment
Apr 18, 2023 to presentfactForm ADV
← Matthew Benjamin MyersAdvisorregistration: current employment
Jan 17, 2023 to presentfactForm ADV
← SHERYL ANNE MEYERAdvisorregistration: current employment
Jan 5, 2015 to presentfactForm ADV
← BLAKE PRENTISS ALLENAdvisorregistration: current employment
Sep 7, 2006 to presentfactForm ADV
← DARI MICHAELA BASOREAdvisorregistration: current employment
Mar 9, 2005 to presentfactForm ADV
← ANTHONY SHANE BELLAdvisorregistration: current employment
Jun 29, 2004 to presentfactForm ADV
← AMBER LEE WALLISAdvisorregistration: previous registration
Aug 24, 2007 to Mar 9, 2009factForm ADV
← STEPHANIE BRUNOAdvisorregistration: previous registration
Feb 24, 2005 to Nov 25, 2008factForm ADV
← SARAH JEAN HAMPTONAdvisorregistration: previous registration
Oct 7, 2005 to May 4, 2007factForm ADV
← CRAIG KENNEDY SPAWNAdvisorregistration: previous registration
Mar 20, 2001 to Jun 8, 2005factForm ADV

Controls (8)

← MEYER, SHERYL, ANNEOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Apr 28, 2022 to Nov 22, 2024factForm ADV
← ALLEN, BLAKE, PRENTISSOwnerPRESIDENT, ownership code NA, individual
Mar 28, 2012 to Nov 22, 2024factForm ADV
← HBK SORCE FINANCIAL LLCOwnerOWNER, ownership code E, domestic entity
Aug 12, 2022 to Nov 22, 2024factForm ADV
← HBK SORCE HOLDINGS LLCOwnerOWNER, ownership code E, domestic entity
Aug 12, 2022 to Nov 22, 2024factForm ADV
← HBKS INVESTMENTS, LLCOwnerOWNER, ownership code C, domestic entity
Jun 22, 2018 to Nov 22, 2024factForm ADV
← KCWM HOLDINGS, LLCOwnerOWNER, ownership code E, domestic entity
Jun 22, 2018 to Nov 22, 2024factForm ADV
← PINION GLOBAL , LLCOwnerOWNER, ownership code D, domestic entity
Aug 10, 2022 to Nov 22, 2024factForm ADV
← PINION WEALTH MANAGEMENT, LLCOwnerOWNER, ownership code E, domestic entity
Aug 10, 2022 to Nov 22, 2024factForm ADV

Owns (1)

← HILL BARTH & KING FINANCIAL HOLDINGS, LLCOwnerOWNER, ownership code D, domestic entity
Aug 12, 2022 to Nov 22, 2024factForm ADV

Dated events

Occurred
May 19, 2026
Regulatory AUM changed
Pinion Wealth Management, Llc reported RAUM $837.1M, up 29% from $649.0M (2025-10-09 to 2026-05-19)
Form ADVobserved 6 days ago
$188M
Occurred
Apr 16, 2025
Regulatory AUM changed
Pinion Wealth Management, Llc reported RAUM $649.0M, up 31% from $493.9M (2024-11-22 to 2025-04-16)
Form ADVobserved 6 days ago
$155M
Occurred
May 8, 2024
Regulatory AUM changed
Pinion Wealth Management, Llc reported RAUM $493.9M, up 51% from $326.6M (2024-02-02 to 2024-05-08)
Form ADVobserved 6 days ago
$167M
Occurred
Apr 28, 2022
Control person joined
Anne Sheryl Meyer (Chief Compliance Officer) appeared on Schedule A of Pinion Wealth Management, Llc
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53585879-2b15-416c-bf04-ac7e4cf9173d
First observed: Mar 28, 2012
Last observed: May 19, 2026 4 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

PINION WEALTH MANAGEMENT, LLC

PINION INVESTMENT ADVISORS, LLC, CRD 114556

WICHITA, KS

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:53585879-2b15-416c-bf04-ac7e4cf9173d

Data as of May 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:28 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANTHONY SHANE BELL

n/a

Lenexa, KS | GARDEN CITY, KS

n/a

yes

DARI MICHAELA BASORE

n/a

WICHITA, KS

yes

BLAKE PRENTISS ALLEN

Certified Financial Planner

WICHITA, KS

n/a

yes

SHERYL ANNE MEYER

n/a

WICHITA, KS

yes

Matthew Benjamin Myers

n/a

WICHITA, KS

n/a

Stephen Spach

n/a

Fresno, CA

Jordan Robert Brenner

Certified Financial Planner

Bozeman, MT

Tanner John Copeland

n/a

WICHITA, KS

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ALLEN, BLAKE, PRENTISS

President

yes

03/2012

Mar 28, 2012

Nov 22, 2024

HBK SORCE FINANCIAL LLC

Owner

yes

03/2012

Aug 12, 2022

Nov 22, 2024

HBK SORCE HOLDINGS LLC

Owner

yes

03/2001

Aug 12, 2022

Nov 22, 2024

HBKS INVESTMENTS, LLC

Owner

yes

03/2018

Jun 22, 2018

Nov 22, 2024

HBKS INVESTMENTS, LLC

Owner

yes

03/2018

Jun 22, 2018

Nov 22, 2024

KCWM HOLDINGS, LLC

Owner

yes

01/2018

Jun 22, 2018

Nov 22, 2024

MEYER, SHERYL, ANNE

CHIEF COMPLIANCE OFFICER

yes

04/2022

Apr 28, 2022

Nov 22, 2024

PINION GLOBAL , LLC

Owner

yes

01/2000

Aug 10, 2022

Nov 22, 2024

PINION WEALTH MANAGEMENT, LLC

Owner

yes

03/2000

Aug 10, 2022

Nov 22, 2024

HILL BARTH & KING FINANCIAL HOLDINGS, LLC

Owner

01/2009

Aug 12, 2022

Nov 22, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

KCOE CAPITAL LLC

n/a

yes

n/a

PARAGON INVESTMENTS, INC

n/a

yes

n/a

PINION INSURANCE AGENCY

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Fresno

United States

Loveland

United States

yes

Lenexa

United States

yes

Bozeman

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2024

Apr 16, 2025

$649M

$616M

n/a

2023

Jun 7, 2023

$327M

n/a

2022

Apr 28, 2022

$263M

n/a

2021

May 19, 2021

$218M

n/a

2020

May 22, 2020

$181M

n/a

2019

May 9, 2019

$165M

n/a

2018

Jun 22, 2018

$176M

n/a

2017

May 3, 2017

$206M

$153M

n/a

2016

Jun 8, 2016

$200M

$146M

n/a

2015

Jun 15, 2015

$163M

$109M

n/a

2014

Jun 6, 2014

$135M

$98.6M

n/a

2013

Jun 25, 2013

$122M

$83.3M

n/a

2012

Jun 25, 2012

$98.9M

$86.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2024

$837M

$327M

156.3%

$218M

56.7%