Conroe, TX Office

Team
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Pinkerton Wealth Partners logo

Pinkerton Wealth Partners

Team

Firm-wide stats for Pinkerton Wealth Partners

Total advisors

20

Across 9 offices

Clients per advisor

62 Typical

Avg AUM per client

$1,061,368 Typical

HNW client ratio

31% Typical

About

Pinkerton Wealth, LLC serves individuals, high‑net‑worth families, foundations, endowments, pension and profit‑sharing plans, and other institutional clients. The firm provides discretionary and non‑discretionary asset management through its Pinkerton Investment Platform (PIP), written and ongoing financial planning, estate‑planning coordination via a third‑party provider (Wealth.com), and ERISA/401(k) consulting and fiduciary services.

PW describes a customized, disciplined, formula‑driven investment process it calls “Advance and Protect,” combining technical, quantitative, and fundamental analysis to employ active, passive, and tactical strategies. The firm offers about 70 model strategies, may allocate client assets to model portfolios managed by its affiliate True Freedom, LLC, and discloses use of tactical cash management, option strategies, and separate model/sub‑adviser disclosures and fee line items on client statements.

The brochure highlights several features that are less common among similar team firms: PW operates multiple offices and sponsors educational seminars and client conferences, it maintains affiliated businesses that provide model management and subscription research (True Freedom, LLC and Sherman Research, LLC), and some representatives sell insurance on a commission basis through affiliated commission entities. The firm also discloses the presentation of model performance and custodial institutional program arrangements and identifies these affiliations and revenue sources as potential conflicts that are disclosed to clients.

Based on Pinkerton Wealth Partners

Expertise

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance

Based on Pinkerton Wealth Partners

Occupation focus

Founder/Business Owner Retired

Based on Pinkerton Wealth Partners

Demographic focus

Approaching retirement

Based on Pinkerton Wealth Partners

Location

2040 N Loop 336 West, Suite 125

Conroe TX 77304

Advisors at this office

4

Advisors at this office

user avatar

Christopher W

ChFC®, Series 65

Conroe, TX

Pinkerton Wealth Partners

Christopher Wootton is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a ChFC® designation and Series 65 license with 18 years of industry experience. He previously worked at Game Plan Advisors and operated WOOTTON Financial Group, Inc. for over two decades. Pinkerton Wealth serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and institutional clients, offering discretionary and non-discretionary asset management alongside comprehensive financial planning and fiduciary services. The firm employs a disciplined, formula-driven investment process called “Advance and Protect,” using a combination of technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
user avatar

Alicia E

Series 65

Conroe, TX

Pinkerton Wealth Partners

Alicia Earnest is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 designation with one year of experience at the firm. She has been associated with Wootton Financial Group Inc. for 25 years. Pinkerton Wealth Partners serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients, offering discretionary and non-discretionary asset management alongside financial and estate-planning coordination. The firm employs a customized, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
user avatar

Richard B

Series 65

Conroe, TX

Pinkerton Wealth Partners

Richard Breedlove is a financial advisor at Pinkerton Wealth Partners in Conroe, TX, holding a Series 65 credential. He has one year of experience in the industry and has held roles at multiple firms prior to joining Pinkerton Wealth Partners. Pinkerton Wealth, LLC serves individuals, high-net-worth families, foundations, endowments, pension and profit-sharing plans, and other institutional clients. The firm uses a disciplined, formula-driven investment process called “Advance and Protect,” combining technical, quantitative, and fundamental analysis to implement active, passive, and tactical strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
user avatar

Dudley L

Series 63, Series 65

Conroe, TX

Pinkerton Wealth Partners

Dudley Lehmer is a financial advisor at Pinkerton Wealth Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Game Plan Advisors, Inc. and Eagle Mountain Advisors LLC. Outside of his advisory role, he is the owner and CEO of Total Seminars, a company that provides computer repair training services. Pinkerton Wealth Partners serves individuals, families, foundations, and institutional clients by offering discretionary and non-discretionary asset management alongside financial planning and fiduciary services. The firm employs a formula-driven investment process called “Advance and Protect,” which integrates technical, quantitative, and fundamental analysis across active, passive, and tactical strategies.

Active portfolio management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Long-term care insurance Founder/Business Owner Retired Approaching retirement
View complete list of advisors at this office
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