RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
Ohio
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jan 29, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control
PACKER, RICHARD, MARKIMANAGING MEMBER/CCOE Control

Registrations

Federal

IA
Jan 29, 2025 REGISTERED

Notice Filings (2)

OH TX

Address

28045 CLEMENS RD, SUITE D
WESTLAKE, OH 44145
United States
Phone: 440-250-9500