KINWELL LLC
CRD #290449 SEC #801-128056 CHARLESTON, SC (843) 308-1639
SEC Registered
Total AUM
$192M
Discretionary
$101.4M
Employees
2
Clients
101
Accounts
134
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $192M | $101.4M | $90.7M | 2 | 134 |
| Mar 2024 | $148.7M | $81.3M | $67.4M | 2 | 2 |
| Nov 2023 | $109.9M | $66.2M | $43.7M | 2 | 2 |
| Jun 2023 | $109.9M | $66.2M | $43.7M | 2 | 2 |
| May 2023 | $109.9M | $66.2M | $43.7M | 2 | 2 |
| Apr 2023 | $109.9M | $66.2M | $43.7M | 2 | 2 |
DateMar 2025
Total AUM$192M
Discretionary$101.4M
Non-Disc.$90.7M
Employees2
Clients134
DateMar 2024
Total AUM$148.7M
Discretionary$81.3M
Non-Disc.$67.4M
Employees2
Clients2
DateNov 2023
Total AUM$109.9M
Discretionary$66.2M
Non-Disc.$43.7M
Employees2
Clients2
DateJun 2023
Total AUM$109.9M
Discretionary$66.2M
Non-Disc.$43.7M
Employees2
Clients2
DateMay 2023
Total AUM$109.9M
Discretionary$66.2M
Non-Disc.$43.7M
Employees2
Clients2
DateApr 2023
Total AUM$109.9M
Discretionary$66.2M
Non-Disc.$43.7M
Employees2
Clients2