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KIPOS WEALTH
KIPOS WEALTH LLC
CRD 323987 · SEC 801-127174
1332 TEASLEY LN, SUITE 229, DENTON, TX, 76205, United States
Phone
214-799-0229
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$107.5M
Discretionary AUM
$86.2M
Team
2 total employees; 2 advisory reps
Clients
101-250
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 63 | $15.8M |
| High net worth individuals | 35 | $51.9M |
| Pension/profit sharing plans | 5 | $21.3M |
| Charitable organizations | 1 | $319K |
| Corporations/business entities | 3 | $18.1M |
All web addresses on file
Official SEC filing: View on IAPD