KINETIC WEALTH INVESTMENT ADVISORS, LLC

KINETIC WEALTH INVESTMENT ADVISORS, LLC of WESTLAKE, OH is an SEC-registered investment adviser (CRD 311536). Regulatory assets under management: $214.5M.

Registration

• CRD: 311536
• SEC file number: 801-128963
• Type: Registered investment adviser
• Location: 28045 CLEMENS RD, SUITE D, WESTLAKE, OH, 44145
• Phone: 440-250-9500
• Latest filing: 2026-05-18
• Regulatory AUM: $214.5M
• Discretionary AUM: $214.5M
• Clients: 3
• Accounts: 533

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311536 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search