Kinetic Wealth Investment Advisors, LLC
Kinetic Wealth Investment Advisors, LLC is an SEC-registered wealth manager in Westlake, OH with $214.5M assets under management (AUM, regulatory AUM), +16% over one year. See who owns Kinetic Wealth Investment Advisors, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311536, SEC 801-128963, data through 2026-05-18.
- AUM (assets under management / regulatory AUM)
- $214.5M (2026-05-18)
- Firm type
- Wealth Manager
- Location
- Westlake, OH
- Employees
- 3
- Clients
- 179
- CRD
- 311536
- Ownership
- PACKER, RICHARD, MARK
How much AUM does Kinetic Wealth Investment Advisors, LLC have?
Kinetic Wealth Investment Advisors, LLC reported $214.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-18).
Who owns Kinetic Wealth Investment Advisors, LLC?
Disclosed owners and executives of Kinetic Wealth Investment Advisors, LLC include PACKER, RICHARD, MARK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.