Kisin Wealth Management LLC
RIASEC Registered
Total AUM
$5.1M
Discretionary
$4.5M
87% of AUM
Avg account
$77.4K
Accounts
66
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 297363
- Website
- www.kisinwealth.com
- Custodians
- CHARLES SCHWAB & CO., INC., SHAREHOLDERS SERVICE GROUP, LLC, ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM
- Client types
- Individuals100%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Kisin Wealth Management LLC is an individually owned registered advisory firm organized as an LLC that provides portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and reports a client base of individuals and families. It does not identify itself as an active ESG investor and is not flagged as a multi-state adviser or a capital allocator; advisory activity centers on discretionary portfolio management.
Assets & Accounts
Public Holdings
Investments & Alternatives
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%
Contacts
1 of 1
Ilya Kisin
Managing MemberCRD 6955910
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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