Overview
Assets Under Management: $126 million
Headquarters: FRESNO, CA
High-Net-Worth Clients: 104
Average Client Assets: $978,754
Frequently Asked Questions
KERR WEALTH MANAGEMENT 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 #277142), KERR WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
KERR WEALTH MANAGEMENT is headquartered in FRESNO, CA.
KERR WEALTH MANAGEMENT serves 104 high-net-worth clients according to their SEC filing dated December 11, 2025. View client details ↓
According to their SEC Form ADV, KERR WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
KERR WEALTH MANAGEMENT manages $126 million in client assets according to their SEC filing dated December 11, 2025.
According to their SEC Form ADV, KERR WEALTH MANAGEMENT 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
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 81.04
Average High-Net-Worth Client Assets: $978,754
Total Client Accounts: 858
Discretionary Accounts: 858
Regulatory Filings
CRD Number: 277142
Filing ID: 2033290
Last Filing Date: 2025-12-11 08:47:16
Website: 1