# Kinetic Wealth Investment Advisors, LLC

> Kinetic Wealth Investment Advisors, LLC is an SEC-registered investment advisory firm in Westlake, OH, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated May 18, 2026.

- CRD: 311536
- Filed as: KINETIC WEALTH INVESTMENT ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Westlake, OH
- Filing period: October 2026
- Form ADV filing dated: May 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/311536
- AdvisorCensus page: https://advisorcensus.com/firm/kinetic-wealth-investment-advisors-llc-westlake-oh-311536

## Quick answers

**How is Kinetic Wealth Investment Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kinetic Wealth Investment Advisors, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Kinetic Wealth Investment Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated January 30, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states); Flat fee: $1,000 (creating client financial plans); Hourly rate: $250 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kinetic Wealth Investment Advisors, LLC located?**
Kinetic Wealth Investment Advisors, LLC's principal office is in Westlake, OH, according to its Form ADV; the June 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Kinetic Wealth Investment Advisors, LLC registered with the SEC or a state?**
Kinetic Wealth Investment Advisors, LLC is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 311536.

**How much does Kinetic Wealth Investment Advisors, LLC manage?**
Kinetic Wealth Investment Advisors, LLC reports $214,538,913 in regulatory assets under management in its Form ADV filing dated May 18, 2026 (100% discretionary).

**How have Kinetic Wealth Investment Advisors, LLC's assets and staff changed since 2024?**
In the Form ADV data for Kinetic Wealth Investment Advisors, LLC: Regulatory assets under management: $142,729,838 in the October 2024 data and $214,538,913 in the October 2026 data, up 50%. Total employees: 2 in October 2024 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kinetic Wealth Investment Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (95); individuals (other than high net worth individuals) (78); charitable organizations (3).

**Which custodians does Kinetic Wealth Investment Advisors, LLC use?**
Kinetic Wealth Investment Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists LPL Financial LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Kinetic Wealth Investment Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/311536

**Does Kinetic Wealth Investment Advisors, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated January 30, 2026 says: "There is no account minimum for any of KWIA’s services."

**What changed in Kinetic Wealth Investment Advisors, LLC's recent Form ADV filings?**
In the February 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $184,587,188 to $214,538,913 (+16%). Added an office in Mentor, OH. Registered or notice-filed in FL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 30, 2026)

- Asset-based fee: up to 2% of assets a year (the maximum the brochure states)

> Total Assets Under Management Annual Fees All Assets Up to 2.00%

> These fees are generally negotiable, and the final fee schedule will be memorialized in the client’s advisory agreement.

- Account minimum: None

> There is no account minimum for any of KWIA’s services.

- Flat fee: $1,000 (creating client financial plans)

> The fixed rate for creating client financial plans is $1,000.

- Hourly rate: $250 an hour

> Our hourly fee thereafter will be $250.00 per hour.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- LPL Financial LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $214,538,913
- Discretionary: $214,538,913
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 78 | $23,126,662 |
| High net worth individuals | 95 | $188,463,917 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Charitable organizations | 3 | $538,092 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 3 | $2,410,242 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (2 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the June 2026 filing
- Mentor, OH

### Websites listed on Form ADV (Item 1.I)
- [kinetic-wealth.com](https://kinetic-wealth.com)
- LinkedIn @richard-packer-cfp®-chfc-clu-3771ba84

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $142,729,838 | 2 | April 18, 2024 |
| October 2025 | $184,587,188 | 2 | January 29, 2025 |
| October 2026 | $214,538,913 | 3 | May 18, 2026 |

Regulatory assets under management: $142,729,838 in the October 2024 data and $214,538,913 in the October 2026 data, up 50%.
Total employees: 2 in October 2024 and 3 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $184,587,188 to $214,538,913 (+16%).
- Added an office in Mentor, OH.
- Registered or notice-filed in FL.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kinetic Wealth Investment Advisors, LLC (CRD 311536): Form ADV filing data as of October 2026.