KENNEDY WEALTH & TAX MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$215,498,334
Discretionary
$206,262,057
Non-discretionary
$9,236,277
Firm details
- CRD number
- 172394
- SEC file number
- 801-112886
- Main office
- SOUTHBURY, CT, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.