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KINETIC WEALTH INVESTMENT ADVISORS, LLC

WESTLAKE, OH · CRD 311536 · IAPD ↗ · 440-250-9500

$214.5MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
February 2026 — KINETIC WEALTH INVESTMENT ADVISORS, LLC notice-filed in FL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
50
February 2026 — KINETIC WEALTH INVESTMENT ADVISORS, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
60
February 2025 — KINETIC WEALTH INVESTMENT ADVISORS, LLC reported RAUM up 29% ($142.7M -> $184.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.