Kimery Wealth Management, LLC
Kimery Wealth Management, LLC is an SEC-registered wealth manager in Memphis, TN with $555.0M assets under management (AUM, regulatory AUM), +26% over one year. See who owns Kimery Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 288229, SEC 801-110623, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $555.0M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- Memphis, TN
- Employees
- 10
- Clients
- 471
- CRD
- 288229
- Ownership
- KIMERY, KEVIN, DALE; ESCHE, JAY, ELWOOD; HEFFINGTON, MATTHEW, CURTIS; COHEN GIRLS PARTNERSHIP; SEKERKE, LAUREN, MICHELLE
How much AUM does Kimery Wealth Management, LLC have?
Kimery Wealth Management, LLC reported $555.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Kimery Wealth Management, LLC?
Disclosed owners and executives of Kimery Wealth Management, LLC include KIMERY, KEVIN, DALE, ESCHE, JAY, ELWOOD, HEFFINGTON, MATTHEW, CURTIS, COHEN GIRLS PARTNERSHIP, SEKERKE, LAUREN, MICHELLE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.