Kisin Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$5,116,000
Clients
44
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
44
HighAverage account size
$116,273
About
Kisin Wealth Management provides fee-based investment advisory services to individual clients and their trusts and estates, delivering discretionary, custom portfolio management with a tactical allocation focus. The firm manages about $5.1 million in client assets and charges asset-based management fees payable quarterly.
Its investment process combines fundamental, technical and cyclical analysis and can include long- and short-term positions, margin trades, and option-writing (covered and uncovered) to adjust sector exposure or dividend potential. The adviser may deploy exchange-listed securities, corporate and municipal debt, mutual funds, U.S. government securities, options and derivatives in separately managed accounts as part of its tactical approach to risk and performance management.
A distinctive aspect of the firm is the explicit use of derivatives and option strategies within separately managed accounts—an approach that is uncommon among independent advisers serving individuals and that can increase trading complexity and risk. The firm’s principal investment professional holds the CFA designation, the adviser does not charge performance-based fees, and it maintains custody only to the extent of authorized fee withdrawals, which affects reporting and operational arrangements for clients.
Client services
Portfolio management
Expertise
Active portfolio management
Fee options
Up to 1.50% per annum, payable quarterly in arrears, depending on factors such as investment strategy complexity and account size. Fees may be negotiated.
Main office location
Kisin Wealth Management LLC
Sunnyvale TX, United States
Number of offices
1
Most active in
Kisin Wealth Management LLC has reported serving >5 clients in these states in the last 12 months.
California · Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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