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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 10-18-2001
- Office Locations
- 1
Office Locations
About Kendall Wealth LLC
Kendall Wealth LLC is an independent, woman-owned RIA and fiduciary serving individuals and families with holistic planning and investment management, including tax strategies, retirement planning, estate design, and charitable giving. The firm emphasizes long-term advisor relationships and often works with clients transitioning from large providers like Vanguard or Fidelity; custody relationships include Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 32 clients, or 32 clients per representative. That equates to $1.9M in reported AUM per client.
The profile lists 1 reported office location and 24 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
ANNA MARIA ECKERT BYRNE
Advisor, Chief Compliance Officer, PRINCIPAL
- CRD
- #4432877
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $62,049,915 | -- |
| Non-Discretionary | $0 | -- |
| Total | $62,049,915 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Kendall Wealth LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.