Firm profile

KANEN WEALTH MANAGEMENT LLC

COCONUT CREEK, FLCRD 282746Latest ADV April 30, 2026

Kanen Wealth Management LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Coconut Creek, FL. Its latest Form ADV filing, dated April 30, 2026, reports $405M in regulatory assets under management, 5 employees, 1 office, and 455 accounts.

Assets Under Management
$405M
Employees
5
Offices
1 office
Total Clients
255
Primary office
COCONUT CREEK, FL
6810 LYONS TECHNOLOGY CIRCLE, SUITE 160, COCONUT CREEK, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCODavid L. Kanen

Advisory services offered

4 types reported
Other advisory services
Portfolio management for individuals and small businesses
Portfolio management for investment companies

Fee models offered

2 types reported
Asset based fees
Performance-based fees
Sources checked May 16, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 53.7% of total clients.
Top client categories% of clientsClients
1
Individuals
53.7%
137
2
HNWI
43.1%
110
3
Charitable
1.6%
4
4
Pooled Investment Vehicles
1.2%
3
5
Investment Cos.
0.4%
1

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$405Mas of April 30, 2026
Discretionary99.0%
$401M
99% of total RAUM99.0%
Non-discretionary1.0%
$4M
1% of total RAUM1.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$405M
Total Accounts455
10Y AUM Change+$295M (+270.8%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee51:1
10Y Employee Change+2 (+66.7%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.