Kind Capital Wealth LLC
Firm details
- Headquarters
- ,
- CRD number
- 335098
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kind Capital Wealth LLC is a small, single-office registered investment adviser that lists financial planning, portfolio management for individuals and small businesses, and pension consulting among its advisory services. The firm uses a mix of percentage-of-AUM, hourly, and fixed-fee billing arrangements. Its regulatory classification is unclassified and it is not designated as an active ESG investor or a multi-state adviser in the available filing. The firm’s public filing does not identify a clear owner type or a larger capital-allocation role; activity appears focused on direct client advisory and portfolio management rather than institutional allocation.
Assets & Accounts
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
- Exchange Traded Equities100%
Owners & executives
1 of 1Kfir Weinraub
Principal And Chief Compliance OfficerCRD 4984083
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations