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Kinetic Wealth Investment Advisors, LLC

● SEC registered since 2023CRD 311536SEC# 801-128963Westlake, OH
Export (members)
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.
www.linkedin.com/in/richard-packer-cfp%c2%ae-chfc-clu-3771ba84View on SEC.gov ↗

Kinetic Wealth Investment Advisors, LLC owners & executives

1 reported
NameTitleOwnershipSince
Richard Mark Packer ControlManaging Member/CcoOver 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

Address28045 Clemens Rd, Suite D, Westlake, OH 44145
Phone440-250-9500
Fax440-249-7175
Office hours9:00 a.m. To 4:00 p.m.
SEC regionChicago Regional Office (CHRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$214.5M
Non-discretionary$0
Total (RAUM)$214.5M