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Kennedy Wealth & Tax Management, LLC

● SEC registered since 2018CRD 172394SEC# 801-112886Southbury, CT
Export (members)
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.
www.linkedin.com/in/kevin-kennedy-cpa-97117237View on SEC.gov ↗

Kennedy Wealth & Tax Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Kevin Andrew Kennedy ControlManaging Member & CcoOver 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

Address1 Pomperaug Office Park, Suite 307, Southbury, CT 06488
Phone(203) 264-1200
Fax203-264-3888
Office hours8:30 a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$206.3M
Non-discretionary$9.2M
Total (RAUM)$215.5M