KISIN WEALTH MANAGEMENT LLC

KISIN WEALTH MANAGEMENT LLC is an SEC-registered investment adviser (CRD 297363). Regulatory assets under management: $5.1M.

Registration

• CRD: 297363
• Type: Registered investment adviser
• Phone: (626) 773-6270
• Latest filing: 2026-08-05
• Regulatory AUM: $5.1M
• Discretionary AUM: $4.5M
• Non-discretionary AUM: $649K
• Clients: 1
• Accounts: 66

Business model

Compensation: % of AUM.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 297363 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search