AdvisorCensus / Financial advisors / Texas / Dallas / Kipos Wealth
Kipos Wealth is a state-registered investment advisory firm in Denton, TX, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 1, 2026.
Quick answers
From the filingHow is Kipos Wealth compensated?
On its Form ADV (Item 5.E, October 2026), Kipos Wealth reports these compensation arrangements: a percentage of assets under its management.
Where is Kipos Wealth located?
Kipos Wealth's principal office is in Denton, TX, according to its Form ADV.
Is Kipos Wealth registered with the SEC or a state?
Kipos Wealth is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323987.
How much does Kipos Wealth manage?
Kipos Wealth reports $107,474,607 in regulatory assets under management in its Form ADV filing dated April 1, 2026 (80% discretionary).
How have Kipos Wealth's assets and staff changed since 2023?
In the Form ADV data for Kipos Wealth: Regulatory assets under management: $28,474,711 in the October 2023 data and $107,474,607 in the October 2026 data, up 277%. Total employees: 1 in October 2023 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does Kipos Wealth serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (63); high net worth individuals (35); pension and profit sharing plans (but not the plan participants or government pension plans) (5).
Does Kipos Wealth report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323987
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Regulatory assets under management
Item 5.F$107,474,607 as of October 2026, filing dated April 1, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Kipos Wealth LLC
- Also doing business as
- KIPOS WEALTH
- Registration
- State-registered investment adviser. Status as filed: APPROVED.
- Registered since
- 2023 (2 years)
- Employees
- Total: 2. Performing investment advisory functions: 2.
- Wrap fee program participation
- No.
- States registered or notice-filed
-
3 states or jurisdictions
State-registered investment advisers are examined by their state securities regulator. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $107,474,607 | 2 | April 1, 2026 |
| October 2023 | $28,474,711 | 1 | October 4, 2023 |
Regulatory assets under management: $28,474,711 in the October 2023 data and $107,474,607 in the October 2026 data, up 277%.
Total employees: 1 in October 2023 and 2 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. Kipos Wealth (CRD 323987): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/kipos-wealth-denton-tx-323987