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KANEN WEALTH MANAGEMENT LLC

COCONUT CREEK, FL · CRD 282746 · IAPD ↗ · kanenadvisory.com · 631-863-3100

$404.6MRegulatory AUM
3Advisory reps
5Employees
1Clients
0Planning clients
3Private funds
8States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
April 2025 — KANEN WEALTH MANAGEMENT LLC notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — KANEN WEALTH MANAGEMENT LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
November 2024 — KANEN WEALTH MANAGEMENT LLC's Item 11 disclosure-reporting entries rose by 3 (0 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
45
April 2024 — KANEN WEALTH MANAGEMENT LLC notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
48
April 2024 — KANEN WEALTH MANAGEMENT LLC moved its main office from CORAL SPRINGS, FL to COCONUT CREEK, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.