SourcingSourcing

PINKERTON WEALTH, LLC

C20
CRD 120973·SEC 801-71563·COEUR D'ALENE, ID
AUM
$1.44B
$1B+
Est. Revenue
$14.4M
@ 1% on AUM
Est. EBITDA
$4.3M
@ 30% margin
Est. Deal Value
$34.5M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PINKERTON WEALTH, LLC
CRD
120973
SEC file #
801-71563
EIN
820494856
DBA names
Pinkerton Wealth Partners

Economics

AUM
$1.44B
AUM band
$1B+
AUM trajectory
'20'26
$510.4M → $1.44B▲ +182%
Client mix
Individuals Other847
Individuals High Net Worth386
Pension Profit Sharing Plans29

Operations

Employees (total)
49
Advisory staff (per ADV)
16
Advisory staff (5-yr trend)
'20'26
11 advisors → 16 advisors▲ +45%
Primary office
COEUR D'ALENE ID
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesSubscription feesFixed fees

Filings

Latest ADV filing
04/23/2026
ADV-W filed at
—
Website
facebook.com/ostlundwealthadvisors(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PINKERTON FAMILY HERITAGE LIMITED
Top Owner Pct
37.5
Top Owner Entity Kind
DE
Owner Count
8
Control Persons
PINKERTON FAMILY HERITAGE LIMITED
PINKERTON FINANCIAL CORPORATION,
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:pinkerton.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
Yes
Form 5500 Plan Count
3
Form 5500 Total Compensation
112,557
Form 5500 Compensation Trajectory 3y
2025112,557
Form 5500 Plan Count Trajectory 3y
20253
Schedule C Total Compensation
112,557
Schedule C Service Provider Rows
3

SEC EDGAR

Edgar Cik
0001536446
Edgar Registered
Yes
Edgar Filing Count
49
Edgar First Filing Date
2016-05-16
Edgar Last Filing Date
2026-04-09
Edgar 13f Count
47
Edgar 13f Latest AUM Estimate
Filing Date2026-04-09
Accession0001104659-26-041344
Edgar Former Names
Pinkerton Retirement Specialists, LLC

Compliance & brand

Firm Registration Status
active

All other collected signals (11)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
16
Bc Firm IAR Count
16
Custodian Candidates
Full
Charles Schwab6
E*trade4
Edgar Addresses
Mailing
2000 JOHN LOOPCOEUR D ALENE, ID 83814
Business
2000 JOHN LOOPCOEUR D ALENE, ID 83814
Edgar EIN
820494856
Edgar Recent Filings
13F-HR2026-04-09 · 0001104659-26-041344
13F-HR2026-02-06 · 0001104659-26-011341
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (19)

19
PINKERTON, DANIEL, WALTER
IAR · Executive Officer · 2.5%
2128422
GLENDENING, RONALD, LEE
IAR · Executive Officer · 2.5%
4468165
PINKERTON, KATHRYN, ELAINE
Executive Officer · 2.5%
4557787
SADZEWICZ, GERY, JOSEPH
Executive Officer · 2.5%
1090963
MATTHEW DOUGLAS WEED
Executive Officer · 2.5%
4803581
BENJAMIN LEE GLENDENING
IAR
5544538
BRETT J. REDD
IAR
4390041
Nathaniel Joseph Collier
IAR
6917890
Joshua William Brands
IAR
7795831
ANTHONY MICHAEL ROYLANCE
IAR
6054330
ROBERT SETH OLSEN
IAR
1610055
CLIFFORD MATHEW ROBELLO
IAR
1575439
NICHOLAS HALVER HELGESON
IAR
5282986
POLLY MARIE STOECKLEIN
IAR
1041896
SHERI MAHEALANI ROBELLO CABRAL
IAR
5383929
DUDLEY IRWIN LEHMER
IAR
1692295
CHRISTOPHER JASON WOOTTON
IAR
5428911
DANIEL P OSTLUND
IAR
2219755
HANS CAPARAS MEDINA
IAR
2371530