KIMERY WEALTH MANAGEMENT, LLC
Latest filing: Apr 25, 2024 (371 days ago)
AUM
$329,000,000
0% change vs. 1 year ago
1% change vs. 3 years ago
77% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
9
0% change vs. 1 year ago
12% change vs. 3 years ago
29% change vs. 5 years ago
0% change vs. 10 years ago
Main Office
MEMPHIS, TN
6410 POPLAR AVENUE, MEMPHIS, TN, UNITED STATES, 38119
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.3 |
| Non-Discretionary | $0.0 |
| Total | $0.3 |
| Client | AUM |
|---|---|
| Retail | $0.3 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.3 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 279 | $0.2 |
| Average Individual AUM | $632,975 | |
| HNW | 81 | $0.2 |
| Average HNW AUM | $1,881,481 | |
| Retail Total | 360 | $0.3 |
| Average Retail AUM | $913,889 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|---|---|
| CHARLES SCHWAB & CO., INC. | WESTLAKE-TX-USA | $0.3 |
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.3 |
| Retail SMA AUM | $0.3 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 43% | $0.1 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 1% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 1% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 50% | $0.2 |
| Other Pools | 0% | $0.0 |
| Cash | 5% | $0.0 |
| Other | 0% | $0.0 |
| Total | 100% | $0.3 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
7 active
| Name | Title |
|---|---|
| KIMERY, KEVIN, DALE | MANAGING MEMBER |
| HEFFINGTON, MATTHEW, CURTIS | MANAGING MEMBER |
| VARSALONA, HOLLY, COHEN | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT |
| COHEN, MELISSA, KAY | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT |
| BERNSTEIN, PAMELA, COHEN | INDIRECT OWNER OF KIMERY WEALTH MANAGEMENT |
| ESCHE, JAY, ELWOOD | CHIEF COMPLIANCE OFFICER |
ADVDB.CO • SOURCE: SEC
Representatives
6 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| MATTHEW HEFFINGTON | MEMPHIS | TN | S66|2014-05-29 | ||||||
| KEVIN KIMERY | MEMPHIS | TN | S63|2002-07-24|S65|2002-08-26 | ||||||
| RONALD BEHYMER | MEMPHIS | TN | S63|1997-07-11|S66|2007-07-10 | ||||||
| RYAN DEAN | MEMPHIS | TN | S65|2023-04-25 | ||||||
| TAYLOR NOBRIGA | MEMPHIS | TN | S66|2014-11-24 | ||||||
| JONATHAN MCALISTER | MEMPHIS | TN | S66|2012-09-26 | CERTIFIED FINANCIAL PLANNER | |||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-04-21 | $0.3 | $0.0 | 0% | 9 | 0 | 0% |
| 2024-04-02 | $0.3 | $0.0 | 0% | 9 | 0 | 0% |
| 2023-04-04 | $0.3 | $0.0 | 7% | 7 | 2 | 29% |
| 2022-04-01 | $0.3 | $0.0 | 1% | 8 | 1 | 12% |
| 2021-04-05 | $0.2 | $0.1 | 35% | 7 | 2 | 29% |
| 2020-04-01 | $0.2 | $0.1 | 77% | 7 | 2 | 29% |
| 2019-04-01 | $0.2 | $0.2 | 85% | 6 | 3 | 50% |
| 2018-04-02 | $0.1 | $0.2 | 188% | 6 | 3 | 50% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| TN, AL-03/28/2023, AR-10/11/2018, CA-03/28/2023, FL-04/07/2018, GA-03/28/2023, LA-03/28/2023, MS-10/06/2017, NC-03/28/2023, NY-10/06/2017, OH-03/28/2023, TN-06/16/2017, TX-06/16/2017 |
| ADVISER ACTIVITIES |
|
FINANCIAL PLANNING PORTFOLIO MANAGEMENT PENSION CONSULTING MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV