Inflection Wealth Llc
- Regulatory AUM
- $84.2M
- Discretionary
- $84.2M
- Clients
- 135
- Avg AUM / client
- $624K
- Accounts
- 471
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Sep 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 102 | $37.5M | 44.6% |
| High net worth individuals | 28 | $39.5M | 46.9% |
| Pension and profit sharing plans | Fewer than 5 clients | $185K | 0.22% |
| Charitable organizations | Fewer than 5 clients | $68.6K | 0.08% |
| Other investment advisers | 5 | $1.2M | 1.38% |
| Corporations and other businesses | Fewer than 5 clients | $5.7M | 6.81% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Katia Michelle Kin | Registered representative | Aug 2022 (4y) | ||
| Gregory James Karis | Registered representative | CFP | Oct 2023 (3y) | |
| Don Dustin Ivey | Registered representative | Dec 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/19/2026 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $26.3M (39% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Sep 04, 2026.
View current Form ADV (SEC/IAPD) ↗