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KENNEDY WEALTH MANAGEMENT, LLC
CRD 147573
23901 CALABASAS ROAD, SUITE 1064, CALABASAS, CA, 91302, United States
Phone
818-224-4177
Fax
818-661-2065
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 2 advisory reps; 165 broker-dealer reps
Clients
11-25
Fees
Hourly charges; Fixed fees; REFFERAL FEES
Org form
Limited Liability Company
Filing date
2026-02-19
Disciplinary history
No
Services
Financial planningSelection of other advisersEducational seminars
All web addresses on file
Official SEC filing: View on IAPD