# Kendall Wealth LLC

> Kendall Wealth LLC is a state-registered investment advisory firm in Cambridge, MA, registered since 2001, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 113901
- Filed as: KENDALL WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cambridge, MA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/113901
- AdvisorCensus page: https://advisorcensus.com/firm/kendall-wealth-llc-cambridge-ma-113901

## Quick answers

**How is Kendall Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kendall Wealth LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Kendall Wealth LLC located?**
Kendall Wealth LLC's principal office is in Cambridge, MA, according to its Form ADV.

**Is Kendall Wealth LLC registered with the SEC or a state?**
Kendall Wealth LLC is a state-registered investment advisory firm, registered since 2001. Status as filed: APPROVED. CRD 113901.

**How much does Kendall Wealth LLC manage?**
Kendall Wealth LLC reports $62,049,915 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**What types of clients does Kendall Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16); high net worth individuals (16).

**Does Kendall Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/113901

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $62,049,915
- Discretionary: $62,049,915
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $5,434,955 |
| High net worth individuals | 16 | $56,614,960 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2001 (24 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kendallwealth.com
- LinkedIn @kendall-wealth-llc

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kendall Wealth LLC (CRD 113901): Form ADV filing data as of October 2026.