Kinetic Wealth Investment Advisors
Kinetic Wealth Investment Advisors, established in 2020, is a US-based wealth manager and registered investment adviser. It provides services including financial planning, portfolio management, and risk management.
Kinetic Wealth Investment Advisors
Kinetic Wealth Investment Advisors, established in 2020, is a US-based wealth manager and registered investment adviser. It provides services including financial planning, portfolio management, and risk management. The services are offered to individuals, high-net-worth individuals, trusts, and families.
General information
Firm type
Bank / Wealth / Trust
Year founded
2020
AUM
—
Location
Region
—
Country
—
City
Westlake
Corporate office
28045 Clemens Road Suite D
Frequently asked questions
What is Kinetic Wealth Investment Advisors?
Kinetic Wealth Investment Advisors is a bank / wealth / trust headquartered in Westlake.
When was Kinetic Wealth Investment Advisors founded?
Kinetic Wealth Investment Advisors was founded in 2020.
Where is Kinetic Wealth Investment Advisors headquartered?
Kinetic Wealth Investment Advisors is headquartered in Westlake.
What does Altss track for Kinetic Wealth Investment Advisors?
Altss maintains an OSINT-verified profile of Kinetic Wealth Investment Advisors covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), assets (real estate, public market positions, private companies, art and cultural holdings, philanthropy and foundations), and network (club memberships, associations, and event participation). Detailed values are available to Altss subscribers.
What is Kinetic Wealth Investment Advisors's website?
Kinetic Wealth Investment Advisors's public website is www.kinetic-wealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Kinetic Wealth Investment Advisors?
Kinetic Wealth Investment Advisors is classified by Altss as a Bank / Wealth / Trust.
How does Altss source intelligence on Kinetic Wealth Investment Advisors?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
How fresh is the Altss profile for Kinetic Wealth Investment Advisors?
Kinetic Wealth Investment Advisors's profile is part of Altss's continuous-refresh dataset, with a full update cycle at least every 30 days and priority changes applied as new information is verified.
Company types
Confirmed
Pipeline
Indicated
Negative
Industry focuses
Confirmed
Pipeline
Indicated
Negative
Regional focuses
Confirmed
Pipeline
Indicated
Negative
Technological focuses
Confirmed
Pipeline
Indicated
Negative
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Get accessInvestment stages
Confirmed
Pipeline
Indicated
Negative
Emerging interests
Hard exclusions
ESG policy
Direct deal program
Emerging manager LP program
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Get accessManager maturity preference
Confirmed
Indicated
Ticket size (USD M, min/max)
Preferred fund size (USD M, min/max)
Investment horizon (years, min/max)
Target IRR (%)
Max leverage
Liquidity terms
Currency preference
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Get accessPhilanthropy-only themes
Political donations
Service Providers & Advisors
| Category | Firm | Years Active | Primary Contact |
|---|---|---|---|
Company Deals
| Date | Company | Type | Sector | Geography | Role | Amount | Deal Lead | Co-investors | Insight |
|---|---|---|---|---|---|---|---|---|---|
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Get accessFund Commitments
| Date | Fund | Strategy | Geography | Role | Fund size | Vintage |
|---|---|---|---|---|---|---|
Club Memberships and Associations & Advisors
| Organization | Role | Since | Notes |
|---|---|---|---|
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Get accessEvent & Conference Participation
| Event | Role | Date | Location |
|---|---|---|---|
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Continuous refresh with full update cycles at least every 30 days.
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