Kerr Wealth Management
Kerr Wealth Management is an SEC-registered mass-market adviser in Fresno, CA with $131.0M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Kerr Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 277142, SEC 801-133713, data through 2026-05-06.
- AUM (assets under management / regulatory AUM)
- $131.0M (2026-05-06)
- Firm type
- Mass-Market Adviser
- Location
- Fresno, CA
- Employees
- 5
- Clients
- 550
- CRD
- 277142
- Ownership
- KERR, ANDREW, THOMAS
How much AUM does Kerr Wealth Management have?
Kerr Wealth Management reported $131.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-06).
Who owns Kerr Wealth Management?
Disclosed owners and executives of Kerr Wealth Management include KERR, ANDREW, THOMAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.