Kennedy Wealth & Tax Management, LLC
Kennedy Wealth & Tax Management, LLC is an SEC-registered wealth manager in Southbury, CT with $215.5M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Kennedy Wealth & Tax Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 172394, SEC 801-112886, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $215.5M (2026-03-23)
- Firm type
- Wealth Manager
- Location
- Southbury, CT
- Employees
- 4
- Clients
- 136
- CRD
- 172394
- Ownership
- KENNEDY, KEVIN, ANDREW; BUNGER, GREGORY, J
How much AUM does Kennedy Wealth & Tax Management, LLC have?
Kennedy Wealth & Tax Management, LLC reported $215.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Kennedy Wealth & Tax Management, LLC?
Disclosed owners and executives of Kennedy Wealth & Tax Management, LLC include KENNEDY, KEVIN, ANDREW, BUNGER, GREGORY, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.