Kinetic Wealth Investment Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Kinetic Wealth Investment Advisors reports 179 clients. They include 95 high-net-worth individuals, 78 individual clients and 3 charitable organizations. Of its assets, 100.0% ($215M across 533 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 44% | 11% |
| High-net-worth individuals | 53% | 88% |
| Charitable organizations | 2% | <1% |
| Corporations and other businesses | 2% | 1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 78 | $23.1M | 10.8% | $296K |
| High-net-worth individuals | 95 | $188M | 87.8% | $1.98M |
| Charitable organizations | Fewer than 5 | $538K | 0.3% | $179K |
| Corporations and other businesses | Fewer than 5 | $2.41M | 1.1% | $803K |
| Total | 179 | $215M | 100% | — |
- Clients
- 78
- Regulatory AUM
- $23.1M
- AUM share
- 10.8%
- Avg. per client
- $296K
- Clients
- 95
- Regulatory AUM
- $188M
- AUM share
- 87.8%
- Avg. per client
- $1.98M
- Clients
- Fewer than 5
- Regulatory AUM
- $538K
- AUM share
- 0.3%
- Avg. per client
- $179K
- Clients
- Fewer than 5
- Regulatory AUM
- $2.41M
- AUM share
- 1.1%
- Avg. per client
- $803K
Total
- Clients
- 179
- Regulatory AUM
- $215M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Kinetic Wealth Investment Advisors charges up to 2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning
- Financial plans are a fixed fee of $1,000, with further work at $250 an hour; hourly planning is $250 an hour; both are negotiable.
Richard Packer owns 75% or more of Kinetic Wealth Investment Advisors. It has 3 employees.
Leadership
Richard PackerManaging Member/CCO
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 3 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 broker-dealer reps
- 2 insurance agents
- Owns 75% or more of Kinetic Wealth Investment Advisors, LLC
Richard Packer
Control person · since November 2020
Kinetic Wealth Investment Advisors’ regulatory assets grew 1.5× from $143M (April 2024) to $215M (May 2026); clients rose from 151 to 179 and employees from 2 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| May 2026 | $215M | 179 | 3 | 2 |
| January 2025 | $185M | 186 | 2 | 1 |
| April 2024 | $143M | 151 | 2 | 1 |
Besides its headquarters, Kinetic Wealth Investment Advisors has 1 office, with 2 listed addresses in Ohio.
Ohio · 2 listed addresses
- 28045 Clemens RD, Suite D, WestlakeHQ
- 7441 Center Street, Mentor
Contact and registration details
- Legal name
- Kinetic Wealth Investment Advisors, LLC
- Headquarters
- 28045 Clemens RD, Suite D, Westlake, OH 44145
- Website
- kinetic-wealth.com
- Phone
- 440-250-9500
- SEC file
- 801-128963
- Founded
- 2020
- Structure
- Ohio LLC
- Fiscal year end
- December
Kinetic Wealth Investment Advisors uses LPL Financial ($215M) as custodian for its separately managed accounts. Kinetic Wealth Investment Advisors does not have custody of client assets.
- LPL FinancialLPL Financial LLC · Fort Mill, SC · $215M100%
At year end, Kinetic Wealth Investment Advisors’ separately managed accounts were mostly in funds (87%) and stocks (10%).
What the accounts hold
- Stocks10%
- Funds87%
- Bonds1%
- Cash2%
How many clients does Kinetic Wealth Investment Advisors have?
Kinetic Wealth Investment Advisors has 179 clients and manages $215 million for them, as of May 2026. They include 95 high-net-worth individuals, 78 individual clients and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 18 May 2026
What services does Kinetic Wealth Investment Advisors offer?
Kinetic Wealth Investment Advisors provides financial planning, portfolio management for individuals and small businesses, education planning, estate planning, insurance, retirement plan services, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kinetic Wealth Investment Advisors charge?
Kinetic Wealth Investment Advisors charges up to 2.00% a year for its Portfolio Management Fees. The fee is billed in advance and is negotiable.
Which custodians does Kinetic Wealth Investment Advisors use?
Kinetic Wealth Investment Advisors’ separately managed account assets are held at LPL Financial LLC (Fort Mill, SC), with $215M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 18 May 2026
How many financial advisors does Kinetic Wealth Investment Advisors have?
Kinetic Wealth Investment Advisors has 3 investment adviser representatives registered with state securities authorities, out of 3 employees, and 3 perform investment advisory functions. 3 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kinetic Wealth Investment Advisors invest in?
At the end of its last fiscal year, Kinetic Wealth Investment Advisors’ separately managed accounts held 87% registered funds (mutual funds, ETFs, BDCs), 10% exchange-traded equities, 2% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kinetic Wealth Investment Advisors?
Kinetic Wealth Investment Advisors’ direct owner is Richard Packer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 18 May 2026
How does Kinetic Wealth Investment Advisors get paid?
Kinetic Wealth Investment Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Kinetic Wealth Investment Advisors?
Kinetic Wealth Investment Advisors’ main office is at 28045 Clemens RD, Suite D, Westlake, OH 44145. Its phone number is 440-250-9500. Its website is kinetic-wealth.com.