RIA Intel›Advisers›Arizona›KISIN WEALTH MANAGEMENT LLC

KISIN WEALTH MANAGEMENT LLC

Advisory

AZ

Data as of Aug 5, 2026 · Source: SEC Form ADV

Average account
$77K
across 66 accounts
AUM per adviser
$5M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 5, 2026.

Total AUM
$5M
Discretionary %
87.3%
Clients
50
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$5M
Discretionary AUM$4M
Non-Discretionary AUM$649K
Discretionary %87.3%
Total Clients50
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InAZ, CA, OH, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

CONFLUENT ASSET MANAGEMENT LLC
SCOTTSDALE, AZ
$5M
STUDIOI, LLC
$5M
AKKADIAN WEALTH LLC
SCOTTSDALE, AZ
$5M
AMERICAN WEALTH MANAGEMENT LLC
SCOTTSDALE, AZ
$5M
SKYMARK ADVISORS LLC
SUN CITY, AZ
$5M
D SQUARED CAPITAL MANAGEMENT, LLC
ORO VALLEY, AZ
$5M

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