Pinkerton Wealth Partners
Coeur D'Alene, ID·SEC-registered · CRD #120973
Pinkerton Wealth Partners is an SEC-registered investment advisory firm in Coeur D'Alene, ID managing $1.4B across 13k client accounts, with 16 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.4B
Client accounts
13k
Advisory staff
16
Fee model
Fee-based
How Pinkerton Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Pinkerton Wealth Partners
How much does Pinkerton Wealth Partners manage?
Per its most recent SEC Form ADV filing (06/26/2026), Pinkerton Wealth Partners reports $1.4B in regulatory assets under management across roughly 13k client accounts.
How does Pinkerton Wealth Partners charge?
Pinkerton Wealth Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Fixed fees, Commissions, Performance-based. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Pinkerton Wealth Partners a fiduciary?
Yes. Pinkerton Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #120973), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Pinkerton Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Pinkerton Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Pinkerton Wealth Partners's public SEC Form ADV filing (CRD #120973, filed 06/26/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Pinkerton Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Pinkerton Wealth Partners? Claim this profile.