Kith & Kin Wealth
RIASEC Registered
Total AUM
$20.2M
Discretionary
$20.2M
100% of AUM
Avg account
$1.1M
Accounts
19
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 341864
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI93.86%
- Individuals6.14%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Kith & Kin Wealth is a limited liability company with individual ownership that provides financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm charges a mix of percentage-of-assets and fixed fees. It does not identify as an active ESG investor and is not registered as a multi-state adviser. Public filings classify the firm as unclassified and indicate it is not a capital allocator.
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
- Exchange Traded Equities40%
- Public Funds/Mutual Funds30%
- US Government Bonds10%
- State & Local Bonds10%
- Cash & Cash Equivalents5%
Owners & executives
1 of 1
Anthony Biasiotta
Managing Member And Chief Compliance OfficerCRD 6748282
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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