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Kimery Wealth Management, LLC

Headquartered in MEMPHIS, TN

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Firm Information

Kimery Wealth Management, LLC is an investment advisor based in Memphis, TN. The firm provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals and businesses. They manage $329 million in assets for 1,468 accounts, including 81 high-net-worth individuals and 279 individuals other than high-net-worth. The firm also manages assets for 7 corporations or other businesses. Kimery Wealth Management participates in wrap fee programs.

Kimery Wealth Management, LLC

6410 POPLAR AVENUE

MEMPHIS, TN 38119

$329.00M

Assets Under Management

2

Total Clients

6

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

KIMERY WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

MEMPHIS, TN

location

Memphis, TN

Advisors at Kimery Wealth Management, LLC

View All 6 Advisors
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Kevin Dale Kimery

RA

Memphis, TN

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Ronald Todd Behymer

RA

MEMPHIS, TN

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Ryan Jospen Dean

RA

MEMPHIS, TN

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Jonathan D McAlister

CFP®, RA

MEMPHIS, TN

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Taylor Renee Nobriga

RA

MEMPHIS, TN

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Matthew Curtis Heffington

RA

MEMPHIS, TN

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Disclosures

There are no public disclosures for Kimery Wealth Management, LLC.

Frequently Asked Questions (7)

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