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KIMERY WEALTH MANAGEMENT, LLC

CRD 288229 · SEC 801-110623

Visit website

6410 POPLAR AVENUE, SUITE 100 TOWER 2, MEMPHIS, TN, 38119, United States

Phone

(901) 291-5500

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$555.0M

Discretionary AUM

$555.0M

Team

10 total employees; 6 advisory reps

Clients

1-10

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers

Client types

TypeClientsAUM
Individuals301$113.0M
High net worth individuals170$442.0M

States served

AL, AR, CA, GA, LA, MS, NY, NC, OH, TN, TX, FL

All web addresses on file

Official SEC filing: View on IAPD