Overview
Assets Under Management: $185 million
Headquarters: WESTLAKE, OH
High-Net-Worth Clients: 70
Average Client Assets: $2 million
Frequently Asked Questions
KINETIC WEALTH INVESTMENT ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #311536), KINETIC WEALTH INVESTMENT ADVISORS, LLC is subject to fiduciary duty under federal law.
KINETIC WEALTH INVESTMENT ADVISORS, LLC is headquartered in WESTLAKE, OH.
KINETIC WEALTH INVESTMENT ADVISORS, LLC serves 70 high-net-worth clients according to their SEC filing dated January 29, 2025. View client details ↓
According to their SEC Form ADV, KINETIC WEALTH INVESTMENT ADVISORS, LLC offers financial planning and portfolio management for individuals. View all service details ↓
KINETIC WEALTH INVESTMENT ADVISORS, LLC manages $185 million in client assets according to their SEC filing dated January 29, 2025.
According to their SEC Form ADV, KINETIC WEALTH INVESTMENT ADVISORS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 70
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 79.45
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 470
Discretionary Accounts: 470
Regulatory Filings
CRD Number: 311536
Last Filing Date: 2025-01-29 00:00:00
Website: https://kinetic-wealth.com