# Kennedy Wealth Management, LLC

> Kennedy Wealth Management, LLC is a state-registered investment advisory firm in Calabasas, CA, registered since 2008, with no regulatory assets under management reported in its Form ADV filing dated February 19, 2026.

- CRD: 147573
- Filed as: KENNEDY WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Calabasas, CA
- Filing period: October 2026
- Form ADV filing dated: February 19, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/147573
- AdvisorCensus page: https://advisorcensus.com/firm/kennedy-wealth-management-llc-calabasas-ca-147573

## Quick answers

**How is Kennedy Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kennedy Wealth Management, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other.

**Where is Kennedy Wealth Management, LLC located?**
Kennedy Wealth Management, LLC's principal office is in Calabasas, CA, according to its Form ADV.

**Is Kennedy Wealth Management, LLC registered with the SEC or a state?**
Kennedy Wealth Management, LLC is a state-registered investment advisory firm, registered since 2008. Status as filed: APPROVED. CRD 147573.

**Does Kennedy Wealth Management, 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/147573

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2008 (17 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kennedywealthmgmt.com
- kennedywealthmgt.com
- Facebook @Kennedy-Wealth-Management-LLC-278355715512446
- LinkedIn @kennedy-wealth-management

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kennedy Wealth Management, LLC (CRD 147573): Form ADV filing data as of October 2026.