Kevin Kaleta
Sunpointe Investments · St. Louis, Missouri
Kevin Kaleta is a fee-only financial advisor at Sunpointe Investments in St. Louis, Missouri. Kevin focuses on tax planning, estate & legacy planning and family wealth transfer. Sunpointe Investments reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Kevin →
Specialties
Who they serve
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Sunpointe Investments |
|---|---|
| Based in | St. Louis, Missouri |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $790.7M across 1,085 accounts |
| SEC registration | Investment adviser representative in MO · CRD 7352471 |
| Exams passed | Series 65 (2025) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.sunpointeinvestments.com |
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
Is Kevin Kaleta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Sunpointe Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Sunpointe Investments, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kevin Kaleta based?
Kevin Kaleta is based in St. Louis, Missouri.
What does Kevin specialize in?
Kevin's specialties include tax planning, estate & legacy planning and family wealth transfer. Kevin works with executives, ultra high net worth and multi-generational families.
Is Kevin Kaleta registered with the SEC?
Yes. Kevin Kaleta is registered as an investment adviser representative in MO (CRD 7352471), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Sunpointe Investments manage?
Sunpointe Investments reports $790.7M across 1,085 accounts in assets under management.
How do I contact Kevin Kaleta?
Through Kevin's website, www.sunpointeinvestments.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Sunpointe Investments website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.