Kennedy Wealth & Tax Management, LLC
● SEC registered since 2018CRD 172394SEC# 801-112886Southbury, CT
Reg. AUM
$215.5M
Employees
4
Accounts
365
Location
Southbury, CT
Kennedy Wealth & Tax Management, LLC assets under management
Kennedy Wealth & Tax Management, LLC operates as an SEC-registered investment adviser based in Southbury, CT. The firm has been registered since 2018. It reports $215.5 million in regulatory assets under management and employs 4 people.
Kennedy Wealth & Tax Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kevin Andrew Kennedy Control | Managing Member & Cco | Over 75% | 2014 |
Frequently asked questions
How much does Kennedy Wealth & Tax Management, LLC manage?
Kennedy Wealth & Tax Management, LLC reports $215.5 million in regulatory assets under management on its Form ADV.
How many employees does Kennedy Wealth & Tax Management, LLC have?
Kennedy Wealth & Tax Management, LLC reports 4 employees.
Where is Kennedy Wealth & Tax Management, LLC located?
Kennedy Wealth & Tax Management, LLC is based in Southbury, CT and has been SEC-registered since 2018.
Does Kennedy Wealth & Tax Management, LLC disclose fund performance?
Kennedy Wealth & Tax Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Pomperaug Office Park, Suite 307, Southbury, CT 06488 |
| Phone | (203) 264-1200 |
| Fax | 203-264-3888 |
| Office hours | 8:30 a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$215.5M▲ 12%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$215.5Mregulatory AUM
Discretionary $206.3MNon-discretionary $9.2M