Kinwell LLC
SEC RegisteredYour Priorities, Tailored To Your Assets
About the firm
Kinwell Financial is an independent financial advisory firm that serves as a fiduciary, legally required to act in clients' best interests. They offer science-based, diversified investing tailored to individual priorities, drawing on expertise from leading minds in the financial industry.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Corporate retirement plans (401(k)) and individual financial advisory services, including portfolio management based on diversification, factor-based investing, and disciplined financial planning.
Who they serve
Individuals seeking financial advice or a second opinion on their assets, and corporations seeking 401(k) plans for their employees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 89 | $39M |
| High Net Worth Individuals | 34 | $55M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 6 | $121M |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
5 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 0.90% |
| Next $2,000,001 - $5,000,000 | 0.68% |
| Next $5,000,001 and Above | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kinwell LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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