|
⚲
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| Kinwell LLC
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|
|---|---|
| CRD # | 290449 |
| SEC # | 801-128056 |
| CIK # | |
| AUM | $214.7 M (2026-03-25) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 843-308-1639 |
| Address | 1630 Meeting St Charleston, SC 29405 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 89 | 39.1 |
| (b) Individuals (high net worth individuals) | 34 | 54.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 6 | 120.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 130 | 214.7 |
| By Discretionary | ||
| Discretionary | 125 | 94.3 |
| Non-Discretionary | 5 | 120.4 |
| Total | 130 | 214.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 214.7 | |
| Total | 130 | 214.7 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Garton and Associates Financial Advisors LLC
✚
|
KY | 0.2 |
|
Illumine Investment Management LLC
✚
|
WA | 0.2 |
|
Dishmi Capital LLC
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|
CA | 0.2 |
|
Consilium LLC
✚
|
CO | 0.2 |
|
Florian Financial Group LLC
✚
|
NY | 0.2 |
|
Broadway Advisor Group
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|
NY | 0.2 |
|
Downshift Financial LLC
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|
0.2 | |
|
Noblebridge Wealth Management LLC
✚
|
0.2 | |
|
Wealthtrak Capital Management LLC
✚
|
VA | 0.2 |
|
Viable Planning LLC
✚
|
0.2 |