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| Keyboard |
| Kennedy Wealth & Tax Management LLC
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|---|---|
| CRD # | 172394 |
| SEC # | 801-112886 |
| CIK # | |
| AUM | 215.5 M (2026-03-23) |
| Employees | 4 (25% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 203-264-1200 |
| Address | 1 Pomperaug Office Park Southbury, CT 06488 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 75 | 33.5 |
| (b) Individuals (high net worth individuals) | 58 | 172.9 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 2 | 7.9 |
| (h) Charitable organizations | 1 | 1.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 365 | 215.5 |
| By Discretionary | ||
| Discretionary | 360 | 206.3 |
| Non-Discretionary | 5 | 9.2 |
| Total | 365 | 215.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 215.5 | |
| Total | 365 | 215.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
North Ridge Wealth Advisors Inc
✚
|
OR | 216.0 M |
|
Ark Wealth Management LLC
✚
|
TX | 216.0 M |
|
Wedgewood Investors Inc
✚
|
PA | 215.8 M |
|
Roundangle Advisors LLC
✚
|
NJ | 215.5 M |
|
Levin Funding Group LLC
✚
|
AZ | 215.4 M |
|
Values First Advisors Inc
✚
|
TN | 215.4 M |
|
Garton and Associates Financial Advisors LLC
✚
|
KY | 215.4 M |
|
Illumine Investment Management LLC
✚
|
WA | 215.2 M |
|
Dishmi Capital LLC
✚
|
CA | 215.1 M |
|
Consilium LLC
✚
|
CO | 215.0 M |