PPrivate Fund Data Log in Join · $37/mo

Kevin Dale Kimery

Managing MemberKimery Wealth Management, LLCCRD 1385946

About Kevin Dale Kimery

Kevin Dale Kimery is listed as Managing Member at Kimery Wealth Management, LLC in Memphis, TN. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Kimery Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Kevin Dale Kimery work?

Kevin Dale Kimery is listed as Managing Member at Kimery Wealth Management, LLC on SEC Form ADV.

How much of Kimery Wealth Management, LLC does Kevin Dale Kimery own?

Form ADV reports a beneficial ownership band of Over 75%.

Kimery Wealth Management, LLC

TitleManaging Member
OwnershipOver 75%
Control personYes
Since2017