Kinetic Wealth Investment Advisors, LLC
Kinetic Wealth Investment Advisors, LLC (CRD# 311536) is a financial advisory firm headquartered in Westlake, OH. They manage $142,729,838 in 383 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management143MILLION
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Total Number of Accounts383ACCOUNTS
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Average Account Value$372,663
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
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Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Kinetic Wealth Investment Advisors, LLC
1
Richard Packer (CRD# 2723507) is an Investment Advisor Representative working at Kinetic Wealth Investment Advisors, LLC in Westlake, OH and has over 26 years of experience in the finance industry.
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