Advisor at WRK Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
WRK Investments, LLC
Location
Solon, OH
Credentials
Series 63, Series 65
Industry experience
18 years
Ryan Kitson is the sole advisor at WRK Investments, LLC, based in Solon, Ohio, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has operated WRK Investments since 2011. WRK Investments provides discretionary investment management services to individuals, high net worth clients, families, trusts, estates, and small businesses. The firm’s investment approach combines proprietary fundamental and cyclical research focused on mid, large, and mega-cap equities, utilizing long-term holdings alongside occasional short positions, margin, options, and tactical strategies.
Based on WRK Investments, LLC
0.5% to 1.5% annually
Fee-only: Fee-only advisor compensated solely by client advisory fees; no commissions received.
Solon, OH
Ohio
WRK Investments, LLC
2011 - Present (15 years)
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