Kenobi Wealth

Overview

Kenobi Wealth is a small, owner-run independent registered investment adviser operating as a limited liability company that serves individual and family clients and small businesses. The firm combines financial planning and portfolio management with insurance brokerage activities and charges clients on a fixed‑fee basis. Investment activity centers on liquid public funds—mutual funds and other pooled vehicles—used as the core building blocks of client portfolios, while selectively accessing private-market strategies for clients with suitable objectives and time horizons. Kenobi Wealth does not position itself as an ESG-focused manager and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices