Kinetic Wealth Investment Advisors, LLC
Firm details
- Headquarters
- Westlake, Ohio
- CRD number
- 311536
- Registered since
- October 26, 2023
- Website
- www.kinetic-wealth.com
- Custodians
- LPL FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.85%
- Individuals10.78%
- Corporations / Businesses1.12%
- Charitable Organizations0.25%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Kinetic Wealth Investment Advisors, LLC is an independent registered investment adviser formed as an LLC and registered with the SEC in 2023. The firm serves both individual/family and institutional clients, providing financial planning and portfolio management for individuals and small businesses. Its fee arrangements include asset-based fees, hourly charges, and fixed fees. Kinetic does not report an active ESG investing policy and lists an accounting firm affiliation among its industry relationships.
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 Funds87%
- Exchange Traded Equities10%
- Cash & Cash Equivalents2%
- State & Local Bonds1%
Contacts
3 of 3
Brandon Rotsky
Registered RepresentativeCRD 6821558
Everard Corcoran
Independent Financial ConsultantCRD 5470446
Richard Packer
Financial AdvisorCRD 2723507
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 63Active vs passive
$218M in ETFs
98%
$214M
1%
$3.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD RUSSELL 1000 GROWTH INDEX FUND (VONG) | Vanguard | Passive | Large Growth | $52.4M | 409,654 | 24.06% |
Location
Westlake, OH
Cuyahoga
Location
Westlake, OH
Headquartered in Westlake, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 28045 Clemens Rd
- Time zone
- ET (UTC-5)
- Office locations
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