PINKERTON WEALTH PARTNERS
Latest filing: May 01, 2025 (54 days ago)
AUM
$1,253,817,854
33% change vs. 1 year ago
23% change vs. 3 years ago
94% change vs. 5 years ago
271% change vs. 10 years ago
Employee Count
45
125% change vs. 1 year ago
32% change vs. 3 years ago
125% change vs. 5 years ago
105% change vs. 10 years ago
Main Office
COEUR D'ALENE, ID
2000 JOHN LOOP, COEUR D'ALENE, ID, UNITED STATES, 83814
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $1.2 |
| Non-Discretionary | $0.1 |
| Total | $1.3 |
| Client | AUM |
|---|---|
| Retail | $1.1 |
| Pooled | $0.0 |
| Institutional | $0.1 |
| Total | $1.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 796 | $0.3 |
| Average Individual AUM | $355,762 | |
| HNW | 331 | $0.9 |
| Average HNW AUM | $2,614,757 | |
| Retail Total | 1,127 | $1.1 |
| Average Retail AUM | $1,019,229 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | SAN FRANCISCO-CA-USA | $0.9 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $1.3 |
| Retail SMA AUM | $1.1 |
| Institutional SMA AUM | $0.1 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 24% | $0.3 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 65% | $0.8 |
| Other Pools | 2% | $0.0 |
| Cash | 8% | $0.1 |
| Other | 0% | $0.0 |
| Total | 100% | $1.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Affiliates
| Affiliates | AUM | Business Types | CRD Number |
|---|---|---|---|
| SHERMAN PORTFOLIOS, LLC | $0.6 | 322728 |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Control Persons
11 active
| Name | Title |
|---|---|
| PINKERTON, KATHRYN, ELAINE | VICE PRESIDENT/MEMBER, TRUSTEE |
| PINKERTON, DANIEL, WALTER | MANAGING MEMBER/PRESIDENT, TRUSTEE |
| GLENDENING, RONALD, LEE | CHIEF OPERATING OFFICER |
| SADZEWICZ, GERY, JOSEPH | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
9 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| PAUL GANNETT | COEUR D'ALENE | ID | S65|2022-06-29 | CERTIFIED FINANCIAL PLANNER | |||||
| BENJAMIN GLENDENING | COEUR D'ALENE | ID | S66|2019-06-27 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIEL OSTLUND | COEUR D'ALENE | ID | S63|1992-03-16|S65|1999-12-22 | ||||||
| NATHANIEL COLLIER | COEUR D'ALENE | ID | S66|2018-09-13 | ||||||
| NICHOLAS HELGESON | COEUR D'ALENE | ID | S63|2009-07-28|S65|2013-11-12 | CERTIFIED FINANCIAL PLANNER | |||||
| RONALD GLENDENING | COEUR D'ALENE | ID | S66|2002-01-18 | CERTIFIED FINANCIAL PLANNER | |||||
| PAUL STEENBLIK | COEUR D'ALENE | ID | S66|2006-10-27 | CERTIFIED FINANCIAL PLANNER|CHARTERED FINANCIAL ANALYST | |||||
| GARY PINKERTON | COEUR D'ALENE | ID | S66|2001-10-06 | CERTIFIED FINANCIAL PLANNER | |||||
| DANIEL PINKERTON | COEUR D'ALENE | ID | S63|1991-03-05|S65|1996-06-14 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-05-02 | $1.3 | $0.0 | 0% | 45 | 0 | 0% |
| 2025-04-21 | $1.3 | $0.0 | 0% | 45 | 0 | 0% |
| 2024-04-02 | $0.9 | $0.3 | 33% | 20 | 25 | 125% |
| 2023-04-04 | $0.9 | $0.4 | 41% | 21 | 24 | 114% |
| 2022-04-01 | $1.0 | $0.2 | 23% | 34 | 11 | 32% |
| 2021-04-05 | $0.8 | $0.5 | 64% | 25 | 20 | 80% |
| 2020-04-01 | $0.6 | $0.6 | 94% | 20 | 25 | 125% |
| 2019-04-01 | $0.5 | $0.7 | 146% | 20 | 25 | 125% |
| 2018-04-02 | $0.4 | $0.8 | 179% | 20 | 25 | 125% |
| 2017-04-01 | $0.4 | $0.8 | 187% | 23 | 22 | 96% |
| 2016-04-01 | $0.4 | $0.9 | 233% | 23 | 22 | 96% |
| 2015-04-01 | $0.3 | $0.9 | 271% | 22 | 23 | 105% |
| 2014-04-01 | $0.2 | $1.1 | 599% | 22 | 23 | 105% |
| 2013-04-01 | $0.1 | $1.1 | 1021% | 20 | 25 | 125% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| ID, AK-01/10/2011, AZ-06/15/2010, CA-06/15/2010, CO-06/15/2010, FL-03/27/2015, HI-11/04/2024, ID-06/15/2010, KS-05/01/2025, MN-03/27/2015, MO-08/29/2024, NV-03/20/2013, OH-01/07/2014, OR-04/29/2011, TX-06/15/2010, UT-03/20/2013, WA-06/15/2010 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PORTFOLIO MANAGEMENT (SMB) PENSION CONSULTING MANAGER SELECTION EDUCATIONAL WORKSHOPS |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV