Wealth Manager
    SEC Registered
    Manages Private Funds

    Pinkerton Wealth Partners

    Registered investment advisor · Coeur D'alene, Idaho · CRD #120973

    Assets Under Management
    $1.4B
    Client Accounts
    13,361
    Employees
    49
    CRD Number
    120973
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Assetmark

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Pinkerton Wealth Partners

    Pinkerton Wealth Management offers comprehensive wealth management and retirement planning with a focus on trust, transparency, and independence. It operates as a FINRA-free Registered Investment Advisor (RIA) prioritizing advisor autonomy and fiduciary integrity. The firm supports advisors in achieving long-term independence and client-focused growth.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Pinkerton Wealth Partners

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    Frequently Asked Questions

    What is Pinkerton Wealth Partners's AUM?

    Pinkerton Wealth Partners reports approximately $1.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Pinkerton Wealth Partners headquartered?

    Pinkerton Wealth Partners is headquartered in Coeur D'alene, Idaho.

    What is Pinkerton Wealth Partners's CRD number?

    Pinkerton Wealth Partners's CRD number is 120973. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Pinkerton Wealth Partners manage?

    Pinkerton Wealth Partners manages approximately 13,361 client accounts according to its latest SEC filing.

    Is Pinkerton Wealth Partners SEC registered?

    Yes, Pinkerton Wealth Partners is registered with the SEC as an investment adviser with an approved registration status.

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