CRD: 311536
Kinetic Wealth Investment Advisors, LLC
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- Custodian
- LPL Financial ยท Principal
- Clients
- Retail and Institutional
- Platforms
- Fusion
- Established Date
- 12-14-2020
- Office Locations
- 2
Office Locations
About Kinetic Wealth Investment Advisors, LLC
Kinetic Wealth Investment Advisors (Westlake, OH) provides comprehensive wealth management for families and business owners, combining advanced planning, investment management, and relationship management with support for tax, estate/legacy, charitable, and risk planning. The firm also offers succession planning for financial advisors and small-business/corporate planning. Advisory services are delivered through its RIA, with securities offered through LPL Financial and a RightCapital client portal.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RICHARD MARK PACKER
Chief Compliance Officer, Founder, Managing Member
- CRD
- #2723507
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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EVERARD BOND CORCORAN
Senior Vice President
- CRD
- #5470446
Brandon Scott Rotsky
--
- CRD
- #6821558
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $214,538,913 | $402,512 |
| Non-Discretionary | $0 | -- |
| Total | $214,538,913 | $402,512 |
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Separately Managed Accounts
Total SMA Asset: $214,538,913
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $385,620,753 | 31.1% |
| Equity - Exchange | $326,103,724 | 26.3% |
| Cash | $197,150,160 | 15.9% |
| Municipal Bonds | $331,063,476 | 26.7% |
| Total | $1,239,938,113 | 100.0% |