KIMERY WEALTH MANAGEMENT, LLC

Overview

Kimery Wealth Management, LLC is an independent, SEC-registered advisory firm organized as an LLC and first registered in 2017. The firm positions itself as a capital allocator for individual and family clients, offering fee arrangements that combine a percentage of assets under management and fixed fees. Its practice includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm also lists accounting among its business activities. Kimery is not an active ESG investor, and it operates as a single-state adviser per the available data. The firm identifies as a capital allocator, signaling a willingness to place client capital with third-party managers and external funds rather than restricting allocations exclusively to proprietary products.

Assets & Accounts

Investments & Alternatives

Location & Offices