Daniel Lonergan is not listed as a control person, but directly owns under 5% of Kimery Wealth Management.
Kimery Wealth Management is an investment adviser based in Memphis, TN, registered with the SEC since 2017. It provides financial planning and investment management. Its clients include high-net-worth individuals and individual clients. Its regulatory assets under management total $555 million, as filed on 11 September 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 1272339
- Firm
- Kimery Wealth Management · CRD 288229
- Role
- Chief Compliance Officer
- In role since
- September 2018 · 8 years
- Control person
- Not listed
- Direct ownership
- Under 5%
- Firm headquarters
- Memphis, TN
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Daniel Lonergan work?
Daniel Lonergan has been Chief Compliance Officer of Kimery Wealth Management, LLC since September 2018.
How can I verify Daniel Lonergan’s record?
Daniel Lonergan’s role is listed on Kimery Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 288229.