Kipos Wealth

RIAState Registered

Total AUM

$107M

Discretionary

$86.2M

80% of AUM

Avg account

$261K

Accounts

411

Employees

Advisory reps

Firm details

Headquarters: Denton, Texas
CRD number: 323987
Registered since: January 12, 2023
Website: www.kiposwealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM
Client types: HNWI48.31%
Pension & Profit Sharing Plans19.83%
Corporations / Businesses16.88%
Individuals14.68%
Charitable Organizations0.3%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Kipos Wealth is an independent RIA organized as an LLC and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, charging fees as a percentage of assets under management. Its advisory scope includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of outside advisers. Kipos Wealth identifies as a capital allocator and is not an active ESG investor. The firm is state-registered in Alaska, Hawaii and Texas.