Stephen Spach
Investment adviser representative at Pinion Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$837.1MFirm assets
22 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Pinion Wealth Management, LLCApr 2023 to now
- Pinion Investment Advisors, LLCApr 2023 to now
- Heritage Wealth Management, LLCAug 2020 to Apr 2023
- LPL Financial LLCMay 2013 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Pinion Wealth Management, LLC
Legal name: Pinion Investment Advisors, LLC
$837.1MAssets managed
615Clients
8Advisers
22 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6194336
- Firm CRD
- 114556