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Kimery Wealth Management, LLC

● SEC registered since 2017CRD 288229SEC# 801-110623Memphis, TN
Export (members)
Reg. AUM
$440.8M
Employees
10
Accounts
1,356
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 $440.8 million in regulatory assets under management and employs 10 people.
www.youtube.com/@kimerywealthmanagement931View on SEC.gov ↗

Kimery Wealth Management, LLC owners & executives

7 reported
NameTitleOwnershipSince
Cohen Girls PartnershipOwner5-10%2017
Jay Elwood Esche ControlChief Compliance OfficerUnder 5%2018
Kevin Dale Kimery ControlManaging MemberOver 75%2017
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Frequently asked questions

How much does Kimery Wealth Management, LLC manage?

Kimery Wealth Management, LLC reports $440.8 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

Address6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119
Phone(901) 291-5500
Office hours8a.m. - 4:30p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$440.8M
Non-discretionary$0
Total (RAUM)$440.8M