Kisin Wealth Management LLC

Overview

Kisin Wealth Management LLC is a small, fee-based RIA that provides discretionary portfolio management primarily to individual and family clients and small businesses. The firm charges a percentage-of-AUM fee and organizes client assets with an equity-first bias: its filings show a clear preference for exchange-traded equities as the dominant sleeve within managed accounts. Advisory services are focused on personalized portfolio management rather than institutional consulting, and the firm does not list active ESG investing as part of its stated approach. Given the firm’s modest scale, the investment approach appears oriented to liquid, tradable instruments that can be applied across multiple small accounts—enabling efficient implementation and tax-aware trading for individual clients. Kisin Wealth Management is not positioned as a multi-state or pension consultant adviser, and it does not act as a capital allocator on external private deals per its disclosures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices