SourcingSourcing

KINETIC WEALTH INVESTMENT ADVISORS, LLC

C48
CRD 311536·SEC 801-128963·WESTLAKE, OH
AUM
$214.5M
$100M-$500M
Est. Revenue
$2.1M
@ 1% on AUM
Est. EBITDA
$644K
@ 30% margin
Est. Deal Value
$5.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KINETIC WEALTH INVESTMENT ADVISORS, LLC
CRD
311536
SEC file #
801-128963
EIN
—
DBA names
—

Economics

AUM
$214.5M
AUM band
$100M-$500M
AUM trajectory
'25'26
$184.6M → $214.5M▲ +16%
Client mix
Individuals High Net Worth95
Individuals Other78
Charitable Organizations3
Corporations3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'25'26
2 advisors → 3 advisors▲ +50%
Primary office
WESTLAKE OH
Branches
—

Custodian & Brokerage

Primary custodian
LPL Financiallow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMHourly chargesFixed fees

Filings

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PACKER, RICHARD, MARK
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PACKER, RICHARD, MARK
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kinetic.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
3
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Lpl Financial4
E*trade4
Firm Has Custody
No
Mailing Office Differs
No
Top Owner CRD
2723507
Trust Company Affiliate
No

People (3)

3
PACKER, RICHARD, MARK
IAR · Direct Owner · 87.5%
2723507
EVERARD BOND CORCORAN
IAR
5470446
Brandon Scott Rotsky
IAR
6821558