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- Custodian
- Altruist ยท Truist Bank
- Clients
- Retail
- Platforms
- Wave pioneer
- Established Date
- 03-01-2025
- Office Locations
- 1
Office Locations
About Kinetic Wealth
Kinetic Wealth is a people-focused RIA in East Tennessee serving individuals and organizations with life planning, financial wellness, and wealth planning. The firm provides investment stewardship, proactive tax and estate planning, and guidance through major life transitions, plus retirement plan design, employee financial wellness, and fiduciary partnership for employers. Public filings show ETF-centric portfolios (Altruist custodied).
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Owner & Executives
Amanda Orr
Owner
- CRD
- --
- Ownership
- 50% but less than 75%
FRANCIS SPENCER-SKEE ORR
Chief Compliance Officer, LEAD ADVISOR, President
- CRD
- #6465028
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,598,428 | -- |
| Non-Discretionary | $282,032 | -- |
| Total | $18,880,460 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,880,460
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $351,307,464 | 20.3% |
| Cash | $661,081,041 | 38.2% |
| Municipal Bonds | $718,190,136 | 41.5% |
| Total | $1,730,578,641 | 100.0% |