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
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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