K
CRD: 117558
Kennedy Wealth Management
Knoxville, TN, 37923
8652910648
$24.1M Total AUM
$24.1M Disc. AUM
-- 3Y CAGR
1 Employees
24 ADV. Clients
26 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 05-24-2000
- Office Locations
- 1
Office Locations
200 Prosperity Drive Knoxville TN
About Kennedy Wealth Management
Kennedy Wealth Management is a Knoxville-based RIA. The firm has been operating for 26 years. Managing $24.1M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade. Services offered include Estate Planning, Financial Planning, Insurance.
Team overview
-- AVG AGE
$24.1M AVG AUM / ADVISOR
$1.0M AVG AUM / CLIENT
22.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
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Asset Classes
Atlas frontier Summit foundation
Client Personas
Meridian
Investment Themes
Capital Zenith
Investment Vehicles
Zenith delta
Services
Beacon Vertex Quantum Optima Pioneer Capital element
Owner & Executives
D
DEREK THOMAS KENNEDY
Firm Principal, Managing Member, President, Senior Project Manager
- CRD
- #2357481
- Ownership
- 75% or more
(694) 617-7309
horizon.legacy@catalystcapital.com
in linkedin.com/in/pioneer-focus
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $24,061,603 | -- |
| Non-Discretionary | $0 | -- |
| Total | $24,061,603 | -- |
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Separately Managed Accounts
Total SMA Asset: $24,061,603
Public Funds:
48.7% Cash:
51.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $239,144,738 | 48.7% |
| Cash | $251,912,219 | 51.3% |
| Total | $491,056,957 | 100.0% |