# Pinion Wealth Management, LLC
Source: https://planprovider.pro/provider/pinion-wealth-management-llc

> Pinion Wealth Management, LLC is a leading registered investment advisor (RIA) with multiple office locations across the United States, including its headqua…

Retirement Plan Advisor

Wichita, KS

## About Pinion Wealth Management, LLC

Pinion Wealth Management, LLC is a leading registered investment advisor (RIA) with multiple office locations across the United States, including its headquarters in Wichita, KS, and branches in Garden City, KS, Loveland, CO, Lenexa, KS (Kansas City area), Fresno, CA, and Bozeman, MT. Serving individuals, high net-worth individuals, families, and businesses, Pinion Wealth specializes in comprehensive financial planning, investment management, and qualified retirement plan strategies. The firm is dedicated to building long-term relationships and providing coordinated financial planning to help clients achieve their goals and navigate life's transitions. With a focus on impactful and continuous service, their team of experienced professionals assists with investment strategies, estate planning, insurance, and tax considerations. Pinion Wealth partners with clients to grow their wealth, minimize taxes, and plan for a secure future, making them a trusted fiduciary partner in wealth management.

Website: [https://www.pinionwealth.com/](https://www.pinionwealth.com/)

## Office Locations

- Wichita, KS (Headquarters)

- Garden City, KS

- Loveland, CO

- Lenexa, KS

- Fresno, CA

- Bozeman, MT

## Services Offered

- 3(21) Investment Advisor

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $649.0M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| J.P. LAMBORN CO. 401(K) PROFIT SHARING PLAN|JP LAMBORN CO., INC, CA|$11M|176|

## Team Members

- **A. Shane Bell**, AAMS®, RFC®, Wealth Management Consultant

- **Blake P. Allen**, CFP®, Director, Pinion Wealth

- **Bobbie Jo Cathcart**, Operations Specialist

- **Dari M. Basore**, BFA™, CPFA™, Wealth Management Consultant

- **Jordan Brenner**, CFP®, CRPS™, Professional

- **Matt Myers**, Advisor

## Other Retirement Plan Advisors in KS

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- [Gentry Private Wealth](https://planprovider.pro/provider/gentry-private-wealth) - Wichita, KS

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- [Normandy Investment Advisors](https://planprovider.pro/provider/normandy-investment-advisors) - Leawood, KS

- [Carson Wealth Management Group](https://planprovider.pro/provider/carson-wealth-management-group) - Omaha, NE

- [Agh Wealth Advisors, LLC](https://planprovider.pro/provider/agh-wealth-advisors-llc) - Wichita, KS

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