# 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.

- CRD: 323987
- Filed as: KIPOS WEALTH
- Legal name: Kipos Wealth LLC
- Also doing business as: KIPOS WEALTH
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Denton, TX
- Filing period: October 2026
- Form ADV filing dated: April 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323987
- AdvisorCensus page: https://advisorcensus.com/firm/kipos-wealth-denton-tx-323987

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $107,474,607
- Discretionary: $86,160,377
- Non-discretionary: $21,314,230

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 63 | $15,774,058 |
| High net worth individuals | 35 | $51,925,009 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 5 | $21,314,230 |
| Charitable organizations | 1 | $318,908 |
| Corporations or other businesses not listed above | 3 | $18,142,402 |

### 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)

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

### Websites listed on Form ADV (Item 1.I)
- kiposwealth.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $28,474,711 | 1 | October 4, 2023 |
| October 2026 | $107,474,607 | 2 | April 1, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kipos Wealth (CRD 323987): Form ADV filing data as of October 2026.