← Back to searchVisit website
KENDALL WEALTH LLC
CRD 113901
10 ROGERS STREET, SUITE 118, CAMBRIDGE, MA, 02142, United States
Phone
617-945-2371
Fax
617-918-7689
Registration
— (—)
Source
State registered
Total AUM
$62.0M
Discretionary AUM
$62.0M
Team
3 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 16 | $5.4M |
| High net worth individuals | 16 | $56.6M |
All web addresses on file
Official SEC filing: View on IAPD