Kinetic Wealth Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Westlake, OH. Its latest Form ADV filing, dated January 30, 2026, reports $215M in regulatory assets under management, 3 employees, 1 office, and 533 accounts.
Assets Under Management
$215M
Employees
3
Offices
1 office
Total Clients
179
Primary office
WESTLAKE, OH
28045 CLEMENS RD, SUITE D, WESTLAKE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.1% of total clients.
Top client categories% of clientsClients
1
HNWI
53.1%
95
2
Individuals
43.6%
78
3
Charitable
1.7%
3
4
Corporations
1.7%
3
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$215Mas of January 30, 2026
Discretionary100.0%
$215M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$215M
Total Accounts533
10Y AUM Change+$92M (+75.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee60:1
10Y Employee Change+2 (+200.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.