Kinetic Wealth Investment Advisors, LLC
● SEC registered since 2023CRD 311536SEC# 801-128963Westlake, OH
Reg. AUM
$214.5M
Employees
3
Accounts
533
Location
Westlake, OH
Kinetic Wealth Investment Advisors, LLC assets under management
Kinetic Wealth Investment Advisors, LLC is an SEC-registered investment adviser based in Westlake, OH. The firm has been registered since 2023. It reports $214.5 million in regulatory assets under management and employs 3 people.
Kinetic Wealth Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Mark Packer Control | Managing Member/Cco | Over 75% | 2020 |
Frequently asked questions
How much does Kinetic Wealth Investment Advisors, LLC manage?
Kinetic Wealth Investment Advisors, LLC reports $214.5 million in regulatory assets under management on its Form ADV.
How many employees does Kinetic Wealth Investment Advisors, LLC have?
Kinetic Wealth Investment Advisors, LLC reports 3 employees.
Where is Kinetic Wealth Investment Advisors, LLC located?
Kinetic Wealth Investment Advisors, LLC is based in Westlake, OH and has been SEC-registered since 2023.
Does Kinetic Wealth Investment Advisors, LLC disclose fund performance?
Kinetic Wealth Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 28045 Clemens Rd, Suite D, Westlake, OH 44145 |
| Phone | 440-250-9500 |
| Fax | 440-249-7175 |
| Office hours | 9:00 a.m. To 4:00 p.m. |
| SEC region | Chicago Regional Office (CHRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$214.5M▲ 16%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 73%
Larger than 27% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$214.5Mregulatory AUM
Discretionary $214.5M