Kensington Wealth Advisors LLC

Kensington Wealth Advisors LLC (CRD# 168266) is a financial advisory firm headquartered in Richmond, TX. They manage $243,000,000 in 82 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    243
    MILLION
  • Total Number of Accounts
    82
    ACCOUNTS
  • Average Account Value
    $2,963,415
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Kensington Wealth Advisors LLC
Showing 1 - 2 of 2 top financial advisors.
1
John M. Harlan
CRD#: 2672271
1707 Wyndale Ct, Richmond, TX 77406
93
Wealthminder
score

John Harlan (CRD# 2672271) is an Investment Advisor Representative working at Kensington Wealth Advisors LLC in Richmond, TX and has over 22 years of experience in the finance industry.

2
Robert J. Reis
CRD#: 1203309
1707 Wyndale Ct, Richmond, TX 77406
93
Wealthminder
score

Robert Reis (CRD# 1203309) is an Investment Advisor Representative working at Kensington Wealth Advisors LLC in Richmond, TX and has over 34 years of experience in the finance industry.

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