Kimery Wealth Management, LLC
● SEC registered since 2017CRD 288229SEC# 801-110623Memphis, TN
Reg. AUM
$555M
Employees
10
Accounts
1,738
Location
Memphis, TN
Kimery Wealth Management, LLC assets under management
Kimery Wealth Management, LLC is an investment advisory firm registered with the SEC based in Memphis, TN. The firm has been registered since 2017. It reports $555 million in regulatory assets under management and employs 10 people.
Kimery Wealth Management, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cohen Girls Partnership | Owner | 5-10% | 2017 |
| Daniel Patrick Lonergan | Chief Compliance Officer | Under 5% | 2018 |
| Kevin Dale Kimery Control | Managing Member | Over 75% | 2017 |
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Join to unlock · $37/moFrequently asked questions
How much does Kimery Wealth Management, LLC manage?
Kimery Wealth Management, LLC reports $555 million in regulatory assets under management on its Form ADV.
How many employees does Kimery Wealth Management, LLC have?
Kimery Wealth Management, LLC reports 10 employees.
Where is Kimery Wealth Management, LLC located?
Kimery Wealth Management, LLC is based in Memphis, TN and has been SEC-registered since 2017.
Does Kimery Wealth Management, LLC disclose fund performance?
Kimery Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119 |
| Phone | (901) 291-5500 |
| Office hours | 8a.m. - 4:30p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$555M▲ 26%
Apr '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 45%
Larger than 55% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers
Assets under management
$555Mregulatory AUM
Discretionary $555M