Kenobi Wealth
RIASEC Registered
Total AUM
$6.6M
Discretionary
$6.6M
100% of AUM
Avg account
$94.3K
Accounts
70
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335087
- Fee structure
- Fixed Fees
- Client types
- HNWI69.7%
- Individuals30.3%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kenobi Wealth is an independent, owner-operated registered investment adviser organized as a limited liability company that serves individuals and families. The firm focuses on financial planning and portfolio management for individuals and small businesses and also operates as an insurance broker. Its revenue model is built around fixed fees rather than percentage-based asset fees. Kenobi Wealth is not positioned as a capital allocator or multi-state adviser and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds45%
- Exchange Traded Equities40%
- US Government Bonds5%
- Investment Grade Corp Bonds4%
- Private Funds2%
Contacts
1 of 1
Anand Narayan
FounderCRD 8044070
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
Similar firms
Financial Synergy, Inc.
RIAAUM $6.6MTEAM 1REPS 1
Acorn Asset Management LLC
RIAPrinceton, NJ
AUM $6.6MTEAM 1REPS 1
Kun-Lun Development Corporation
RIAAUM $6.6MTEAM 3REPS 3
Educated Financial Planning
RIAAUM $6.6MTEAM 1REPS 1
CT Investment Management Co, LLC
RIANew York, NY
AUM $6.6MTEAM 13REPS 6
Wayup Wealth Building Group
RIAAUM $6.6MTEAM 1REPS 1