KIPOS WEALTH

Overview

Kipos Wealth is an independent, SEC-registered registered investment adviser organized as a limited liability company and owned by an individual. The firm operates as a capital allocator for both individual and institutional clients and charges fees based on a percentage of assets under management. Its advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. Kipos Wealth is not positioned as an active ESG investor. The firm’s public fund and mutual fund exposures constitute the largest single category of client assets, but Kipos Wealth also allocates to a range of third‑party alternative managers across private markets and other strategies. The investment approach combines traditional mutual fund and ETF exposures with relationships to external managers for alternative strategies; Kipos Wealth acts as the conduit between clients and specialized external allocators when deploying capital outside liquid public markets.

Assets & Accounts

Investments & Alternatives

Location & Offices