# Kisin Wealth Management LLC

> Kisin Wealth Management LLC is a state-registered investment advisory firm, registered since 2018, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 5, 2026.

- CRD: 297363
- Filed as: KISIN WEALTH MANAGEMENT LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: August 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/297363
- AdvisorCensus page: https://advisorcensus.com/firm/kisin-wealth-management-llc-297363

## Quick answers

**How is Kisin Wealth Management LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kisin Wealth Management LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Kisin Wealth Management LLC registered with the SEC or a state?**
Kisin Wealth Management LLC is a state-registered investment advisory firm, registered since 2018. Status as filed: APPROVED. CRD 297363.

**How much does Kisin Wealth Management LLC manage?**
Kisin Wealth Management LLC reports $5,107,000 in regulatory assets under management in its Form ADV filing dated August 5, 2026 (87% discretionary).

**What types of clients does Kisin Wealth Management LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (50).

**Does Kisin Wealth Management LLC 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/297363

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $5,107,000
- Discretionary: $4,458,000
- Non-discretionary: $649,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 50 | $5,107,000 |

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

### Firm details
- Registered since: 2018 (8 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kisinwealth.com
- yelp.com/biz/kisin-wealth-management-dallas-6
- yelp.com/biz/kisin-wealth-management-los-angeles
- Facebook @Kisin-Wealth-Management-LLC-103038997741386

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kisin Wealth Management LLC (CRD 297363): Form ADV filing data as of October 2026.