Kimery Wealth Management, LLC
Firm details
- Headquarters
- Memphis, Tennessee
- CRD number
- 288229
- Registered since
- June 16, 2017
- Website
- www.kimerywealth.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI79.64%
- Individuals20.36%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers
Firm profile
FINTRXOverview
Kimery Wealth Management, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2017. The firm focuses on individual and family clients and combines financial planning with portfolio management for individuals and small businesses. Its service mix includes pension-consulting work and the selection of outside advisers, and the firm describes itself as a capital allocator. Fee arrangements include both a percentage-of-AUM component and fixed-fee engagements. Kimery identifies an accountant among its business activities and does not position itself as an active ESG investor or a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds76%
- Private Funds18%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
2 of 2
Kevin Kimery
President, CEOCRD 1385946
Daniel Lonergan
Chief Compliance OfficerCRD 1272339
Contacts
3 of 5
Jonathan Mcalister
Financial PlannerCRD 5775445
Matthew Heffington
Senior Investment Advisor, PartnerCRD 5365434
Taylor Nobriga
Investment Advisor RepresentativeCRD 6323364
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Memphis, TN
Shelby
Location
Memphis, TN
Headquartered in Memphis, TN, anchoring the Memphis-Forrest City, TN-MS-AR metro in the South.
- Metro area
- Memphis-Forrest City, TN-MS-AR
- Region
- South
- County
- Shelby
- Address
- 6410 Poplar Ave
- Time zone
- CT (UTC-6)
- Office locations
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