Kimery Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Kimery Wealth Management reports 471 clients. They include 301 individual clients and 170 high-net-worth individuals. Of its assets, 100.0% ($555M across 1,738 accounts) are managed with discretion. A wrap fee program the firm both sponsors and manages holds $555M.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 64% | 20% |
| High-net-worth individuals | 36% | 80% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 301 | $113M | 20.4% | $375K |
| High-net-worth individuals | 170 | $442M | 79.6% | $2.6M |
| Total | 471 | $555M | 100% | $1.18M |
- Clients
- 301
- Regulatory AUM
- $113M
- AUM share
- 20.4%
- Avg. per client
- $375K
- Clients
- 170
- Regulatory AUM
- $442M
- AUM share
- 79.6%
- Avg. per client
- $2.6M
Total
- Clients
- 471
- Regulatory AUM
- $555M
- AUM share
- 100%
- Avg. per client
- $1.18M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Kimery Wealth Management charges up to 2.00% a year for its Wrap Portfolio Management. The fee is billed in advance, is negotiable and has a $2,500 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Planning & Consulting
- Financial planning and consulting are billed hourly at no more than $350 an hour, or as a flat fee of no more than $10,000, with a 50% retainer.
Kevin Kimery owns 75% or more of Kimery Wealth Management. The leadership team of Kimery Wealth Management includes Chief Compliance Officer Daniel Lonergan. It has 10 employees, 6 of them in advisory roles.
Leadership
- Daniel LonerganChief Compliance Officer
- Matthew HeffingtonManaging Member
- Kevin KimeryManaging Member
- Jonathan McAlisterPartner/Financial Advisor
Investment adviser representatives
6 representatives listed in the SEC register as of 9 October 2026.
Staff
- 10 employees
- 6 in advisory functions
- 6 state-registered reps
- 4 soliciting firms
- Owns 75% or more of Kimery Wealth Management, LLC
Kevin Kimery
Control person · since June 2017
- Owns 10% to 25% of Kimery Wealth Management, LLC
Matthew Heffington
since June 2017
- Owns 5% to 10% of Kimery Wealth Management, LLC
Cohen Girls Partnership
since July 2017
- Owns 25% to 50% of Cohen Girls Partnership
Holly Varsalona
since July 2017
- Owns 25% to 50% of Cohen Girls Partnership
Melissa Cohen
since July 2017
- Owns 25% to 50% of Cohen Girls Partnership
Pamela Bernstein
since July 2017
- Owns 5% to 10% of Kimery Wealth Management, LLC
Jonathan McAlister
since July 2026
Kimery Wealth Management’s regulatory assets grew 2.3× from $243M (January 2021) to $555M (September 2026); clients rose from 246 to 471 and employees from 7 to 10.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| September 2026 | $555M | 471 | 10 | 1 |
| April 2025 | $441M | 682 | 10 | 1 |
| April 2024 | $329M | 367 | 9 | 1 |
| June 2023 | $307M | 367 | 7 | 1 |
| February 2022 | $325M | 312 | 8 | 1 |
| January 2021 | $243M | 246 | 7 | 1 |
Besides its headquarters, Kimery Wealth Management has 0 offices, with 1 listed address in Tennessee.
Tennessee · 1 listed address
- 6410 Poplar Avenue, Suite 100 Tower 2, MemphisHQ
Contact and registration details
- Legal name
- Kimery Wealth Management, LLC
- Headquarters
- 6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119
- Website
- kimerywealth.com
- Phone
- 901-291-5500
- @kimery-wealth-management
- SEC file
- 801-110623
- Founded
- 2017
- Structure
- Tennessee LLC
- Fiscal year end
- December
Kimery Wealth Management uses Charles Schwab ($500M) as custodian for its separately managed accounts. Kimery Wealth Management has custody of $264K in client assets for 4 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $500M100%
At year end, Kimery Wealth Management’s separately managed accounts were mostly in funds (94%).
What the accounts hold
- Funds94%
- Registered funds76%
- Pooled vehicles18%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Kimery Wealth Management have?
Kimery Wealth Management has 471 clients and manages $555 million for them, as of September 2026. They include 301 individual clients and 170 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 11 September 2026
What services does Kimery Wealth Management offer?
Kimery Wealth Management provides financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other managers, education planning, estate planning, insurance, philanthropic planning, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Kimery Wealth Management charge?
Kimery Wealth Management charges up to 2.00% a year for its Wrap Portfolio Management. The fee is billed in advance, is negotiable and has a $2,500 annual minimum.
Which custodians does Kimery Wealth Management use?
Kimery Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $500M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 11 September 2026
How many financial advisors does Kimery Wealth Management have?
Kimery Wealth Management has 6 investment adviser representatives registered with state securities authorities, out of 10 employees, and 6 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kimery Wealth Management invest in?
At the end of its last fiscal year, Kimery Wealth Management’s separately managed accounts held 76% registered funds (mutual funds, ETFs, BDCs), 18% pooled vehicles (private funds and similar), 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kimery Wealth Management?
Kimery Wealth Management is owned through a holding company by Holly Varsalona, Melissa Cohen and Pamela Bernstein. Its direct owners are Kevin Kimery (75% or more), Matthew Heffington (10% to 25%), Cohen Girls Partnership (5% to 10%) and Jonathan McAlister (5% to 10%).
Source: Form ADV Part 1A, Schedules A and B, filed 11 September 2026
How does Kimery Wealth Management get paid?
Kimery Wealth Management is paid through a percentage of assets under management and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kimery Wealth Management registered with the SEC?
Yes, Kimery Wealth Management has been registered with the SEC as an investment adviser since 16 June 2017. Its CRD number is 288229 and its SEC file number is 801-110623.
Source: Form ADV Part 1A, Item 1, filed 11 September 2026; IAPD firm record
How do I contact Kimery Wealth Management?
Kimery Wealth Management’s main office is at 6410 Poplar Avenue, Suite 100 Tower 2, Memphis, TN 38119. Its phone number is 901-291-5500. Its website is kimerywealth.com.