Overview
Assets Under Management: $192 million
Headquarters: SOUTHBURY, CT
High-Net-Worth Clients: 60
Average Client Assets: $3 million
Frequently Asked Questions
KENNEDY WEALTH & TAX MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #172394), KENNEDY WEALTH & TAX MANAGEMENT, LLC is subject to fiduciary duty under federal law.
KENNEDY WEALTH & TAX MANAGEMENT, LLC is headquartered in SOUTHBURY, CT.
KENNEDY WEALTH & TAX MANAGEMENT, LLC serves 60 high-net-worth clients according to their SEC filing dated January 21, 2025. View client details ↓
According to their SEC Form ADV, KENNEDY WEALTH & TAX MANAGEMENT, LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
KENNEDY WEALTH & TAX MANAGEMENT, LLC manages $192 million in client assets according to their SEC filing dated January 21, 2025.
According to their SEC Form ADV, KENNEDY WEALTH & TAX MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.37
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 362
Discretionary Accounts: 353
Non-Discretionary Accounts: 9
Regulatory Filings
CRD Number: 172394
Last Filing Date: 2025-01-21 00:00:00
Website: https://kennedywealth.com