K
$5.1M Total AUM
$5.1M Disc. AUM
-- 3Y CAGR
1 Employees
44 ADV. Clients
8 yrs Firm Age
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- Custodian
- Altruist · Charles Schwab & Company · SSG
- Clients
- Retail
- Platforms
- FocusDelta foundation
- Established Date
- 06-27-2018
- Office Locations
- 1
Office Locations
-- Sunnyvale TX
About Kisin Wealth Management LLC
Kisin Wealth Management LLC is a fiduciary RIA focused on helping clients reach long-term goals through investment management and planning. The firm’s strategy targets passive-income generation, emphasizing high-quality, dividend-paying stocks with a history of growing payouts, and can be implemented via ETFs. Managing member Ilya Kisin (CFA, CPA) serves as head portfolio manager and research lead.
Team overview
-- AVG AGE
$5.1M AVG AUM / ADVISOR
$116.3K AVG AUM / CLIENT
8.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Radial Optima oak
Custodian
Summit
Investment Themes
Unison atlas Ridge
Investment Vehicles
Radial harbor
Services
Eagle oak Legacy vertex Oak Meridian Pathway quantum Atlas pathway
Technology
Unison ridge Oak meridian
Owner & Executives
I
Ilya Kisin
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #6955910
- Ownership
- 75% or more
(497) 850-8752
insight.ember@crestcapital.com
in linkedin.com/in/oak-beacon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $5,116,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $5,116,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $5,116,000
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,612,844,681 | 100.0% |
| Total | $5,612,844,681 | 100.0% |