Kinwell LLC
Kinwell LLC is an SEC-registered wealth manager in Charleston, SC with $214.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Kinwell LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 290449, SEC 801-128056, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $214.7M (2026-03-25)
- Firm type
- Wealth Manager
- Location
- Charleston, SC
- Employees
- 2
- Clients
- 129
- CRD
- 290449
- Ownership
- RITT, MATT, DAYTON; CARLSON, JAMES, LOUIS
How much AUM does Kinwell LLC have?
Kinwell LLC reported $214.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Kinwell LLC?
Disclosed owners and executives of Kinwell LLC include RITT, MATT, DAYTON, CARLSON, JAMES, LOUIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.