SourcingSourcing

KIMERY WEALTH MANAGEMENT, LLC

C26
CRD 288229·SEC 801-110623·MEMPHIS, TN
AUM
$555.0M
$500M-$1B
Est. Revenue
$5.5M
@ 1% on AUM
Est. EBITDA
$1.7M
@ 30% margin
Est. Deal Value
$13.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
KIMERY WEALTH MANAGEMENT, LLC
CRD
288229
SEC file #
801-110623
EIN
—
DBA names
—

Economics

AUM
$555.0M
AUM band
$500M-$1B
AUM trajectory
'20'26
$178.3M → $555.0M▲ +211%
Client mix
Individuals Other301
Individuals High Net Worth170

Operations

Employees (total)
10
Advisory staff (per ADV)
6
Advisory staff (5-yr trend)
'20'26
5 advisors → 6 advisors▲ +20%
Primary office
MEMPHIS TN
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/31/2026
ADV-W filed at
—
Website
youtube.com/@kimerywealthmanagement931

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
KIMERY, KEVIN, DALE
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
4
Control Persons
KIMERY, KEVIN, DALE
COHEN GIRLS PARTNERSHIP
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:kimery.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (9)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
6
Bc Firm IAR Count
6
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Top Owner CRD
1385946
Trust Company Affiliate
No

People (7)

7
KIMERY, KEVIN, DALE
IAR · Direct Owner · 87.5%
1385946
HEFFINGTON, MATTHEW, CURTIS
IAR · Executive Officer · 2.5%
5365434
LONERGAN, DANIEL, PATRICK
Executive Officer · 2.5%
1272339
Ryan Jospen Dean
IAR
7609207
RONALD TODD BEHYMER
IAR
2881474
JONATHAN D MCALISTER
IAR
5775445
TAYLOR RENEE NOBRIGA
IAR
6323364