Data / Investment advisers / Tennessee / Kimery Wealth Management, LLC
Kimery Wealth Management, LLC, Memphis, TN: $555 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Kimery Wealth Management, LLC is an SEC registered investment adviser with its main office in Memphis, Tennessee and reports $555 million in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include high net worth individuals and individuals. It is paid through a percentage of assets under management and fixed fees.
The request: Watch Kimery Wealth Management, LLC (CRD number 288229): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 288229
- SEC file number
- 801-110623
- SEC status
- Approved, effective June 16, 2017
- Main office
- 6410 Poplar Avenue Suite 100 Tower 2, Memphis, TN 38119
- Phone
- (901) 291-5500
- Regulatory AUM
- $555,000,000 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $555,000,000
- Accounts
- 1,738
- Employees
- 10, of which 6 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 170 | $442 million |
| Individuals (other than high net worth individuals) | 301 | $113 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $555 million | March 31, 2026 |
| December 1, 2025 | $440.8 million | October 31, 2025 |
Other advisers in Memphis
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Summit Asset Management LLC | Memphis | $1.08 billion | Not listed | adviserinfo.sec.gov |
| Invictus Fiduciary Services, LLC | Memphis | $1.01 billion | Not listed | adviserinfo.sec.gov |
| Kelman Lazarov Inc | Memphis | $894.6 million | Not listed | adviserinfo.sec.gov |
| Private Wealth Management, Inc. | Memphis | $832.5 million | Not listed | adviserinfo.sec.gov |
| Southernsun Asset Management LLC | Memphis | $749.4 million | Not listed | adviserinfo.sec.gov |
| Envision Financial Planning, LLC | Memphis | $462.5 million | Not listed | adviserinfo.sec.gov |
| Brandon Financial Planning, Inc. | Memphis | $434.9 million | Not listed | adviserinfo.sec.gov |
| William Howard & Co. Financial Advisors, Inc. | Memphis | $342.1 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Memphis, TN
- Investment advisers in Tennessee
- Advisers with $500 million to $1 billion in AUM
- Advisers serving high net worth individuals
- Advisers serving individuals
- Kimery Wealth Management, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.