KENNEDY WEALTH MANAGEMENT

Overview

Kennedy Wealth Management is an independent registered investment adviser organized as a limited liability company and operated by an individual owner. The firm serves both high-net-worth individuals and families as well as institutional clients, delivering financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational seminars and workshops. Its fee model mixes percentage-of-AUM billing with hourly and fixed-fee engagements, reflecting a flexible approach to client relationships. On the investment side, Kennedy Wealth Management runs discretionary portfolios and acts as a capital allocator. The firm's public-facing allocations are heavily weighted to pooled vehicles—primarily mutual funds—while it also allocates to third-party alternative asset managers. Kennedy Wealth Management does not position itself as an active ESG investor and currently operates as a single-state adviser per its filings.

Assets & Accounts

Investments & Alternatives

Location & Offices