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KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD 311536 · SEC 801-128963
28045 CLEMENS RD, SUITE D, WESTLAKE, OH, 44145, United States
Phone
440-250-9500
Fax
440-249-7175
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$214.5M
Discretionary AUM
$214.5M
Team
3 total employees; 3 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-05-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 78 | $23.1M |
| High net worth individuals | 95 | $188.5M |
| Charitable organizations | 3 | $538K |
| Corporations/business entities | 3 | $2.4M |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD