KINETIC WEALTH INVESTMENT ADVISORS, LLC

28045 Clemens Rd, Suite D
Westlake, Ohio 44145
Tel: 440-250-9500

About KINETIC WEALTH INVESTMENT ADVISORS, LLC

KINETIC WEALTH INVESTMENT ADVISORS, LLC, formally registered with the SEC as KINETIC WEALTH INVESTMENT ADVISORS, LLC. The firm was established in 10/26/2023. They have over 1 offices throughout the country.

KINETIC WEALTH INVESTMENT ADVISORS, LLC is a Westlake, Ohio based Financial Planning firm with nearly $184,587,188 assets under management, offering retirement planning & investment advisory services to 470 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311536
SEC#	801-128963
Assets Managed by Firm	$184,587,188
No. of Clients	470
No. of Advisors	2

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	470	$184,587,188
Individuals (other than high net worth individuals)	111	$35,294,041
High net worth individuals	70	$146,645,354
Pension and profit sharing plans	2	$1,645,850
Charitable organizations	2	$975,188
Corporations or other businesses	1	$26,755

More Retirement Planning firms in Westlake, Ohio:

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FORT WASHINGTON INVESTMENT ADVISORS INC 303 Broadway, Suite 1200 Cincinnati, OH, 45202	$79,457,379,980	1444	158
NATIONWIDE FUND ADVISORS 10 West Nationwide Blvd Columbus, OH, 43215	$78,252,229,704	130	135
MEEDER PUBLIC FUNDS, INC. 6125 Memorial Drive Dublin, OH, 43017	$54,569,476,420	741	48
DIAMOND HILL CAPITAL MANAGEMENT INC 325 John H. Mcconnell Blvd., Suite 200 Columbus, OH, 43215	$30,011,530,941	3811	127
TOUCHSTONE ADVISORS INC 303 Broadway, Suite 1100 Cincinnati, OH, 45202-4203	$26,738,929,617	39	84

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