PPrivate Fund Data Log in Join · $37/mo

Matthew Curtis Heffington

Managing MemberKimery Wealth Management, LLCCRD 5365434

About Matthew Curtis Heffington

Matthew Curtis Heffington is listed as Managing Member at Kimery Wealth Management, LLC in Memphis, TN. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Kimery Wealth Management, LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Matthew Curtis Heffington work?

Matthew Curtis Heffington is listed as Managing Member at Kimery Wealth Management, LLC on SEC Form ADV.

How much of Kimery Wealth Management, LLC does Matthew Curtis Heffington own?

Form ADV reports a beneficial ownership band of Under 5%.

Kimery Wealth Management, LLC

TitleManaging Member
OwnershipUnder 5%
Control personNo
Since2017