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KENNEDY WEALTH & TAX MANAGEMENT, LLC
CRD 172394 · SEC 801-112886
1 POMPERAUG OFFICE PARK, SUITE 307, SOUTHBURY, CT, 06488, United States
Phone
(203) 264-1200
Fax
203-264-3888
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$215.5M
Discretionary AUM
$206.3M
Team
4 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 75 | $33.5M |
| High net worth individuals | 58 | $172.9M |
| Pension/profit sharing plans | 2 | $7.9M |
| Charitable organizations | 1 | $1.2M |
States served
MA, SC, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD