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| Keyboard |
| Kimery Wealth Management LLC
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|---|---|
| CRD # | 288229 |
| SEC # | 801-110623 |
| CIK # | |
| AUM | 555.0 M (2026-03-31) |
| Employees | 10 (60% Investors, 0% Brokers) |
| Phone | 901-291-5500 |
| Address | 6410 Poplar Avenue Memphis, TN 38119 |
| Source | [IAPD] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 301 | 113.0 |
| (b) Individuals (high net worth individuals) | 170 | 442.0 |
| (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 | 0.0 |
| (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 | 1,738 | 555.0 |
| By Discretionary | ||
| Discretionary | 1,738 | 555.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,738 | 555.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 555.0 | |
| Total | 1,738 | 555.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Consilio Wealth Advisors LLC
✚
|
WA | 555.8 M |
|
Kooman & Associates
✚
|
PA | 555.6 M |
|
Bigelow Investment Advisors LLC
✚
|
ME | 555.2 M |
|
Digital Wealth Partners LLC
✚
|
TX | 555.1 M |
|
O'Rourke & Company Incorporated
✚
|
MA | 555.1 M |
|
Premier Wealth Advisors LLC
✚
|
NY | 555.1 M |
|
Sarasin Asset Management Limited
✚
|
555.0 M | |
|
Kercheville Advisors LLC
✚
|
TX | 554.7 M |
|
Prairie Advisory LLC
✚
|
KS | 554.3 M |
|
Total Management Group Inc
✚
|
NY | 553.9 M |