# Kimery Wealth Management, LLC > Kimery Wealth Management, LLC is an SEC-registered investment advisory firm in Memphis, TN, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 11, 2026. - CRD: 288229 - Filed as: KIMERY WEALTH MANAGEMENT, LLC - Registration: SEC-registered investment adviser (status as filed: Approved) - Location: Memphis, TN - Filing period: October 2026 - Form ADV filing dated: September 11, 2026 - SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/288229 - AdvisorCensus page: https://advisorcensus.com/firm/kimery-wealth-management-llc-memphis-tn-288229 ## Quick answers **How is Kimery Wealth Management, LLC compensated?** On its Form ADV (Item 5.E, October 2026), Kimery Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). **What does Kimery Wealth Management, LLC's brochure say about its fees?** Its Form ADV Part 2A brochure dated March 31, 2026 states: Asset-based fee: up to 2% of assets a year (the maximum the brochure states). Fees can differ by service and may be negotiable; the brochure is the complete statement. **Where is Kimery Wealth Management, LLC located?** Kimery Wealth Management, LLC's principal office is in Memphis, TN, according to its Form ADV. **Is Kimery Wealth Management, LLC registered with the SEC or a state?** Kimery Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 288229. **How much does Kimery Wealth Management, LLC manage?** Kimery Wealth Management, LLC reports $555,000,000 in regulatory assets under management in its Form ADV filing dated September 11, 2026 (100% discretionary). **How have Kimery Wealth Management, LLC's assets and staff changed since 2021?** In the Form ADV data for Kimery Wealth Management, LLC: Regulatory assets under management: $243,200,000 in the October 2021 data and $555,000,000 in the October 2026 data, up 128%. Total employees: 7 in October 2021 and 10 in October 2026. Assets under management move with markets as well as with clients coming and going. **What types of clients does Kimery Wealth Management, LLC serve?** By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (301); high net worth individuals (170). **Which custodians does Kimery Wealth Management, LLC use?** Kimery Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets. **Does Kimery 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 SEC record: https://adviserinfo.sec.gov/firm/summary/288229 **What changed in Kimery Wealth Management, LLC's recent Form ADV filings?** In the October 2026 filing data: Updated its list of owners and control persons (Schedule A). ## From the Form ADV filing ### Compensation (Item 5.E) - A percentage of assets under your management - Fixed fees (other than subscription fees) ### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026) - Asset-based fee: up to 2% of assets a year (the maximum the brochure states) > The maximum annual fee charged for this service will not exceed 2.00%. As stated in the firm's brochure. Fees can differ by service and may be negotiable. ### Custodians (Schedule D, Section 5.K(3)) - Charles Schwab & Co., Inc. Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian. ### Regulatory assets under management (Item 5.F) - Total: $555,000,000 - Discretionary: $555,000,000 - Non-discretionary: $0 ### Clients (Item 5.D) | Client type | Clients | Assets | | --- | --- | --- | | Individuals (other than high net worth individuals) | 301 | $113,000,000 | | High net worth individuals | 170 | $442,000,000 | | Charitable organizations | Not reported | $0 | ### Advisory services (Item 5.G) - Financial planning services - Portfolio management for individuals and/or small businesses - Pension consulting services - Selection of other advisers (including private fund managers) ### Firm details - Registered since: 2017 (9 years) - Employees: 10 total, 6 performing advisory functions - Wrap fee program participation: Yes - States registered or notice-filed: AL, AR, CA, FL, GA, LA, MS, NC, NY, OH, TN, TX - Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11. ### Websites listed on Form ADV (Item 1.I) - kimerywealth.com - Facebook @KIMERY-WEALTH-MANAGEMENT-236654140165925 - Instagram @kimerywealth - LinkedIn @KIMERY-WEALTH-MANAGEMENT - X @KIMERY_WEALTH - YouTube @kimerywealthmanagement931 ## Assets and staff over time | Data period | Regulatory assets under management | Employees | Filing dated | | --- | --- | --- | --- | | October 2021 | $243,200,000 | 7 | January 25, 2021 | | October 2022 | $324,600,000 | 8 | February 9, 2022 | | October 2023 | $307,448,000 | 7 | June 9, 2023 | | October 2024 | $329,000,000 | 9 | April 25, 2024 | | October 2025 | $440,800,000 | 10 | April 28, 2025 | | October 2026 | $555,000,000 | 10 | September 11, 2026 | Regulatory assets under management: $243,200,000 in the October 2021 data and $555,000,000 in the October 2026 data, up 128%. Total employees: 7 in October 2021 and 10 in October 2026. ## Changes in the filing (last 12 months) ### October 2026 - Updated its list of owners and control persons (Schedule A). ### April 2026 - Regulatory assets under management went from $440,800,000 to $555,000,000 (+26%). ### November 2025 - Updated its list of owners and control persons (Schedule A). ## Source Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kimery Wealth Management, LLC (CRD 288229): Form ADV filing data as of October 2026.