KINWELL LLC
Charleston, United States · CRD 290449
SEC-registered investment adviser since 2023 · limited liability company. It files no 13F, so there are no holdings to show.
- Assets managed$214.7m
- Main clients (by assets)Pension plans 56%, High net worth individuals 25%, Individuals 18%
- Websitekinwell.financial
- Form ADV · 2026-03-25SEC adviser record
- Kindinstitutions
- Others nearbyNorth Charleston, SC
As an employer
- Staff (Form ADV)2 · 2 in investment roles
- Offices in1 country