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KIMERY WEALTH MANAGEMENT, LLC

MEMPHIS, TN · CRD 288229 · IAPD ↗ · (901) 291-5500

$555.0MRegulatory AUM
6Advisory reps
10Employees
0Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2026 — KIMERY WEALTH MANAGEMENT, LLC crossed $500M in regulatory AUM ($440.8M -> $555.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
64
May 2025 — KIMERY WEALTH MANAGEMENT, LLC reported RAUM up 34% ($329.0M -> $440.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
70
April 2024 — KIMERY WEALTH MANAGEMENT, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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