# Kensington Wealth Management, LLC

> Kensington Wealth Management, LLC is a state-registered investment advisory firm in Brooklyn, NY, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 17, 2026.

- CRD: 334191
- Filed as: KENSINGTON WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Brooklyn, NY
- Filing period: October 2026
- Form ADV filing dated: April 17, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/334191
- AdvisorCensus page: https://advisorcensus.com/firm/kensington-wealth-management-llc-brooklyn-ny-334191

## Quick answers

**How is Kensington Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kensington Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kensington Wealth Management, LLC located?**
Kensington Wealth Management, LLC's principal office is in Brooklyn, NY, according to its Form ADV.

**Is Kensington Wealth Management, LLC registered with the SEC or a state?**
Kensington Wealth Management, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 334191.

**How much does Kensington Wealth Management, LLC manage?**
Kensington Wealth Management, LLC reports $4,483,724 in regulatory assets under management in its Form ADV filing dated April 17, 2026 (100% discretionary).

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

**Does Kensington 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/334191

## 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: $4,483,724
- Discretionary: $4,483,724
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 5 | $3,473,608 |
| High net worth individuals | Fewer than 5 | $1,010,116 |
| Charitable organizations | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |

### 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: 2025 (1 year)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kensington Wealth Management, LLC (CRD 334191): Form ADV filing data as of October 2026.