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KENNEDY WEALTH MANAGEMENT
KENNEDY WEALTH MANAGEMENT, LLC
CRD 117558
200 PROSPERITY DRIVE, KNOXVILLE, TN, 37923, United States
Phone
(865) 291-0648
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$24.1M
Discretionary AUM
$24.1M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 13 | $3.4M |
| High net worth individuals | 10 | $20.7M |
| Pension/profit sharing plans | 1 | $0 |
All web addresses on file
Official SEC filing: View on IAPD