KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD #311536 SEC #801-128963 WESTLAKE, OH 440-250-9500
SEC Registered
Total AUM
$184.6M
Discretionary
$184.6M
Employees
2
Clients
0
Accounts
470
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jan 2025 | $184.6M | $184.6M | $0 | 2 | 0 |
| Apr 2024 | $142.7M | $142.7M | $0 | 2 | 0 |
| Feb 2024 | $142.7M | $142.7M | $0 | 2 | 0 |
| Jan 2024 | $122.2M | $122.2M | $0 | 2 | 0 |
| Dec 2023 | $122.2M | $122.2M | $0 | 1 | 0 |
| Dec 2023 | $122.2M | $122.2M | $0 | 1 | 0 |
| Nov 2023 | $122.2M | $122.2M | $0 | 1 | 0 |
| Oct 2023 | $122.2M | $122.2M | $0 | 1 | 0 |
| Oct 2023 | $122.2M | $122.2M | $0 | 1 | 0 |
| Sep 2023 | $122.2M | $122.2M | $0 | 1 | 0 |
DateJan 2025
Total AUM$184.6M
Discretionary$184.6M
Non-Disc.$0
Employees2
Clients0
DateApr 2024
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$142.7M
Discretionary$142.7M
Non-Disc.$0
Employees2
Clients0
DateJan 2024
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees2
Clients0
DateDec 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees1
Clients0
DateDec 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees1
Clients0
DateNov 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees1
Clients0
DateOct 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees1
Clients0
DateSep 2023
Total AUM$122.2M
Discretionary$122.2M
Non-Disc.$0
Employees1
Clients0