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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Kimery Wealth Management LLC
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| CRD # | 288229 |
| SEC # | 801-110623 |
| CIK # | |
| AUM | $440.8 M (2025-04-28) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 901-291-5500 |
| Address | 6410 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 579 | 224.0 |
| (b) Individuals (high net worth individuals) | 103 | 216.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.8 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,356 | 440.8 |
| By Discretionary | ||
| Discretionary | 1,356 | 440.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,356 | 440.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 440.8 | |
| Total | 1,356 | 440.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Prosperity Wealth Management Inc
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|
CA | 0.4 |
|
Trinity Financial Partners II LLC
✚
|
PA | 0.4 |
|
William Madison Advisors Inc
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TX | 0.4 |
|
Global Trust Asset Management LLC
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|
FL | 0.4 |
|
ARC Advisory LLC
✚
|
CA | 0.4 |
|
AGH Wealth Advisors LLC
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|
KS | 0.4 |
|
BG Investment Services Inc
✚
|
0.4 | |
|
Essential Planning LLC
✚
|
NH | 0.4 |
|
Foguth Wealth Management LLC
✚
|
MI | 0.4 |
|
Ceeto Capital Group LLC
✚
|
FL | 0.4 |