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- Custodian
- Charles Schwab & Company ยท Empower
- Clients
- Retail and Institutional
- Platforms
- Momentum
- Established Date
- 09-01-2017
- Office Locations
- 1
Office Locations
About Kinwell LLC
Kinwell LLC is an independent fiduciary advisor serving individuals and employer-sponsored retirement plans, including 401(k) support and second-opinion guidance. The firm emphasizes science-based, market-informed investing with broad diversification, disciplined behavior coaching, and factor-tilted portfolios targeting academic return premiums. Portfolios are implemented primarily with funds and ETFs, with custody through providers such as Schwab and Empower.
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Owner & Executives
JAMES LOUIS CARLSON
Chief Compliance Officer, Managing Member
- CRD
- #6239701
- Ownership
- 50% but less than 75%
Matthew Dayton Ritt
Principal
- CRD
- #5979122
- Ownership
- 25% but less than 50%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $94,283,280 | $754,266 |
| Non-Discretionary | $120,405,178 | $24,081,036 |
| Total | $214,688,458 | $1,651,450 |
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Separately Managed Accounts
Total SMA Asset: $214,688,458
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,582,453,150 | 45.3% |
| Equity - Exchange | $843,715,378 | 14.8% |
| Cash | $2,274,611,053 | 39.9% |
| Total | $5,700,779,581 | 100.0% |