KINETIC WEALTH

Overview

Kinetic Wealth operates as an independent registered investment advisor structured as a limited liability company and owned by an individual. The firm focuses on serving individual and family clients, delivering financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements combine a percentage of assets under management with hourly charges. Investment posture is equity‑centric: the firm’s filings show a strong tilt toward exchange‑traded equities, which drive most of client assets. Kinetic Wealth does not position itself as an active ESG investor and does not present as a multi‑state or institutional capital allocator. Portfolio management appears tailored to private clients rather than large pooled capital vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices