Kinetic Wealth Investment Advisors LLC

-

Assets, Funds, Holdings

Home | Sign Up | Log In
New Features
Latest Fund Raises
Related People
Fund Service Providers
Startup & Company Raises
List of Funds
Boston Firms
Boston Hedge Funds
Cornell Alumni Firms
CalPERS Portfolio
NYSCRF Portfolio
User Guide
Regulatory AUM vs AUM
LP Portfolios
Related Firms
Build a Portfolio
Comprehensive Search
Keyboard
Kinetic Wealth Investment Advisors LLC
CRD #311536
SEC #801-128963
CIK #
AUM 214.5 M (2026-05-18)
Employees 3 (100% Investors, 100% Brokers)
Phone440-250-9500
Address28045 Clemens Rd, Suite D
Westlake, OH 44145
Source [IAPD] [Website] [LinkedIn]
Total AUM ($M)
2502001501005002010201520212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 78 23.1
(b) Individuals (high net worth individuals) 95 188.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 3 0.5
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 3 2.4
(n) Other 0 0.0
Total 533 214.5
By Discretionary
Discretionary 533 214.5
Non-Discretionary 0 0.0
Total 533 214.5
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 214.5
Total 533 214.5
Firm Profile (Form ADV)
Discretionary AUM$0.1B
ServesRetail
Comparable Firms State AUM
Financial Service Group Inc
WI 215.0 M
Powerhouse Assets LLC
214.8 M
Arbor Financial Planning LLC
MI 214.7 M
Sage Hill Capital LLC
MI 214.3 M
Objective Capital Management LLC
OH 214.2 M
Compass Planning Associates Inc
213.9 M
Retiremitten Financial LLC
MI 213.8 M
Lindahl & Mansager Inc
OH 213.7 M
Floyd Benjamin Joseph
TX 213.5 M
Cedarwood Wealth LLC
CO 213.4 M
Terms | Privacy | Providers | Companies | Guide
tony@aum13f.com