Kimery Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Memphis, TN. Its latest Form ADV filing, dated March 31, 2026, reports $555M in regulatory assets under management, 10 employees, and 1,738 accounts.
Assets Under Management
$555M
Employees
10
Offices
--
Total Clients
471
Primary office
MEMPHIS, TN
6410 POPLAR AVENUE, SUITE 100 TOWER 2, MEMPHIS, TN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 63.9% of total clients.
Top client categories% of clientsClients
1
Individuals
63.9%
301
2
HNWI
36.1%
170
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$555Mas of March 31, 2026
Discretionary100.0%
$555M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$555M
Total Accounts1,738
10Y AUM Change+$555M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees10
Clients per Employee47:1
10Y Employee Change+5 (+100.0%)
* 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.