KIPOS WEALTH

KIPOS WEALTH of DENTON, TX is an SEC-registered investment adviser (CRD 323987). Regulatory assets under management: $107.5M.

Registration

• CRD: 323987
• SEC file number: 801-127174
• Type: Registered investment adviser
• Location: 1332 TEASLEY LN, DENTON, TX, 76205
• Phone: 214-799-0229
• Latest filing: 2026-04-01
• Regulatory AUM: $107.5M
• Discretionary AUM: $86.2M
• Non-discretionary AUM: $21.3M
• Clients: 2
• Accounts: 411

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323987 on SEC IAPD (source of record)
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