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| Happy Holidays!! thanks for using AUM13F!! |
| Kinwell LLC
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|---|---|
| CRD # | 290449 |
| SEC # | 801-128056 |
| CIK # | |
| AUM | $192.0 M (2025-03-19) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 843-308-1639 |
| Address | 1630 Meeting St Charleston, SC 29405 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 92 | 32.0 |
| (b) Individuals (high net worth individuals) | 34 | 47.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 8 | 112.9 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 134 | 192.0 |
| By Discretionary | ||
| Discretionary | 131 | 101.4 |
| Non-Discretionary | 3 | 90.7 |
| Total | 134 | 192.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 192.0 | |
| Total | 134 | 192.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Kroon & Mitchell Asset Management LLC
✚
|
MI | 0.2 |
|
Allen Capital Management LLC
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WA | 0.2 |
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Whalen Wealth Management Inc
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NV | 0.2 |
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Sterling Investment Advisors LLC
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MO | 0.2 |
|
GK Wealth Management LLC
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NV | 0.2 |
|
Valley Brook Capital Group Inc
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|
PA | 0.2 |
|
Hardworking Capital Advisors LLC
✚
|
CA | 0.2 |
|
Kennedy Wealth and Tax Management Inc
✚
|
CT | 0.2 |
|
Jericho Financial LLP
✚
|
OH | 0.2 |
|
Keystone Wealth Advisors Incorporated
✚
|
MN | 0.2 |