Pinkerton Wealth, LLC
● SEC registered since 2010CRD 120973SEC# 801-71563Coeur D'Alene, ID
Reg. AUM
$1.44B
Employees
49
Accounts
13,361
Location
Coeur D'Alene, ID
Pinkerton Wealth, LLC assets under management
Pinkerton Wealth, LLC is an investment advisory firm registered with the SEC based in Coeur D'Alene, ID. The firm has been registered since 2010. It reports $1.4 billion in regulatory assets under management and employs 49 people.
Pinkerton Wealth, LLC owners & executives
12 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Daniel Walter Pinkerton Control | Managing Member/President | Under 5% | 1996 |
| Gery Joseph Sadzewicz | Chief Compliance Officer | Under 5% | 2014 |
| Kathryn Elaine Pinkerton Control | Vice President/Member | Under 5% | 1996 |
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Join to unlock · $37/moFrequently asked questions
How much does Pinkerton Wealth, LLC manage?
Pinkerton Wealth, LLC reports $1.4 billion in regulatory assets under management on its Form ADV.
How many employees does Pinkerton Wealth, LLC have?
Pinkerton Wealth, LLC reports 49 employees.
Where is Pinkerton Wealth, LLC located?
Pinkerton Wealth, LLC is based in Coeur D'Alene, ID and has been SEC-registered since 2010.
Does Pinkerton Wealth, LLC disclose fund performance?
Pinkerton Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2000 John Loop, Coeur D'Alene, ID 83814 |
| Phone | 800-634-2008 |
| Fax | 208-667-5868 |
| Office hours | 7a.m. - 4:30p.m. M-Th; 7a.m. - 3:30p.m. F |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$1.44B▲ 41%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 27%
Larger than 73% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$1.44Bregulatory AUM
Discretionary $1.33BNon-discretionary $107.4M